If you are not sure, book the 30-minute Initial Consultation. It is the fastest way to get a clear assessment of where you are and what to do next. If you already know you need a business plan, a workshop, or ongoing support, choose that service directly. If your main concern is debt, choose Debt Relief Services, which is free.
You fill out the short form, pick a time on the calendar, and pay for paid services at checkout. You will get a confirmation email right away with your appointment details. Before the call we review what you shared in the form, so we can use the full session on solutions instead of background questions.
Paying at booking holds your time slot and lets us prepare in advance. Consultations are $100 for 30 minutes or $200 for one hour. Free debt reviews do not require any payment.
We start with your goals and the biggest obstacle in the way. Then we go through the numbers together, identify what to fix first, and lay out a short action plan. You leave with written next steps and, if it makes sense, a recommendation for which ongoing service would help most. There is no pressure to buy anything else.
You can meet with us in person, by phone, or by video, whichever is most convenient for you.
For personal finance or debt topics, bring a list of your debts and your monthly income. For business topics, bring recent revenue numbers, your biggest current challenge, and any documents you want us to review, such as a business plan, bank statements, or a loan offer.
Yes. Financial literacy workshops start at $600 per session, corporate training and seminars start at $1,500, and school partnerships and community outreach events are priced to fit your group. Choose the matching service in the form above and tell us your audience size.
Of course. Call us at (305) 394-1310 and we will help you choose the right service.
