Personal Finance Education
- Budget setup & cashflow mapping
- Emergency fund & debt organizing
- Goal planning (home, education, retirement basics)
- Credit health overview
Educational only. Not investment advice.
Services
Education-first advisory for individuals and small business. Clear scope, flat-fee packages, and zero product sales.
Small Business Advisory
- Pricing & expense review
- Simple forecasts and dashboards
- Process mapping and prioritization
- Referral network to licensed pros when needed
Workshops & Training
- Financial literacy workshops
- Budgeting bootcamps
- New‑business readiness sessions
Simple, Transparent Pricing
Starter Session
$149
60–90 minutes. One topic. Action checklist.
Plan & Support
$499
Assessment + 30‑day support. Milestones & templates.
Team Workshop
Custom
Tailored curriculum for your team or community.
Pricing is indicative and subject to scope. No investment products sold. No performance promises.