Learn about our financial services

Personal Financial Consulting

Our Personal Financial Consulting is designed to help individuals and families gain control of their money with clear, practical strategies. Whether you’re trying to eliminate debt, build savings, or create a sustainable financial plan, we walk with you step-by-step to build confidence and long-term stability.


What We Help With:

  • Personalized budgeting & cash flow planning
  • Debt elimination strategies
  • Emergency fund and savings planning
  • Financial organization
  • Long-term goal planning
  • Accountability and progress tracking


Ideal For:

Anyone who wants clarity, structure, and a path to financial peace.

Business Financial Consulting

Our Business Consulting service  gives entrepreneurs and small business owners the financial clarity they need to grow. We help you understand your numbers, optimize pricing, streamline processes, and strengthen your business model — so you can lead with confidence and make better financial decisions.


What We Help With:

  • Pricing strategy & profitability analysis
  • Cash flow forecasting
  • Expense structure evaluation
  • Contractor & employee labor modeling
  • QuickBooks or Excel financial systems setup
  • Business performance dashboards
  • Strategic financial planning


Ideal For:

Small businesses, contractors, consultants, and entrepreneurs who want financial guidance that drives results.

Financial Education & Workshops

Our Financial Education & Workshops are designed to equip individuals, families, and organizations with practical financial knowledge they can immediately apply. These sessions focus on understanding money fundamentals, building healthy financial habits, and creating confidence in everyday financial decisions.


What We Help With:

  • Budgeting and cash flow basics
  • Understanding credit and debt
  • Saving and emergency fund planning
  • Financial goal setting
  • Money habits an decision-making
  • Business and personal finance fundamentals

Formats Available:

  • Church and faith-based workshops
  • Small group sessions
  • Youth and young adult classes
  • Business lunch-and-learn sessions


Ideal For:

Churches, organizations, schools, small groups, and community events