The first step is scheduling an initial consultation through our contact form or Dubsado system. During this session, we’ll assess your financial needs and goals.
We analyze your credit report, identify areas for improvement, and create a customized action plan to help restore and improve your credit score.
We work with both individuals and small businesses, offering tailored financial strategies and start-up planning services.
DIY Money tools are practical resources like budgeting templates, guides, and calculators designed to empower clients. They are available for purchase through our E-Commerce platform.
Results vary based on individual circumstances, but many clients see progress within a few months of consistent implementation of our strategies.
Our services are primarily virtual, making it convenient for clients nationwide. In-person sessions can be arranged on a case-by-case basis.
We provide ongoing support and use tools like Dubsado to help you monitor progress and stay on track with your financial goals.