Personal Financial Action

This session is all about money strategizing and wealth management! This consultation is tailored for those are already aware of their budget but now are ready to gain life changing tips on credit improvement, tax professional referral, financial planning for huge purchases like buying a home or buying a car, planning for retirement (understanding 401ks, IRAs and strategies on how much to contribute).

Once you purchase this service, go to our calendar link on the Home Page and schedule a date and time to meet via zoom.

If a budget planning session is needed, it can be added in for FREE. 

In order to become wealthy, you have to be discipline, with a solid foundation to build from.

The Goal: Make your money work for you in the future.