Money Management

  Personalized phone call  to find out what your financial goals are and to help you setup a plan to reach them. We'll go over your expenses and find a savings plan that works for you.

Schedule your Discover Call  Here $0.00

Creation of a 6-month budget/bill payment plan catered to you and your household to help manage expenses, assist with on-time bill payments and create a savings plan.

Note: All household income you would like included in your budget is needed as well as all expenses and extra-curricular activities. Please provide paystubs and/or bank statements or worksheet of all expenses with due dates and pay dates.

Click here for Enrollment Form $150| One-Time Investment Fee

After we have completed your budget plan to fit you and your household and we'll show you how we came up with the plan for and how your plan works 

Schedule your Exit Plan Call Here $0.00