Services

1 on 1 consulting offers a range of services including:  

• 60 – 90 minute monthly session via zoom 
• Creation of a financial plan
• One 30 minute check in call for accountability between sessions 
• Email access so that your questions are answered in a timely manner 
• Access to exclusive worksheets
• Financial education and coaching tailored to your specific plan 

 We will tackle things like: 

• Debt elimination
• Budgeting
• Navigating through collections
• Rebuilding credit
• Avoiding foreclosures and bankruptcy
• Building your savings
• Retirement planning and insurance needs

Each consulting plan is different and tailored to the needs of the client.   

Deep Dive session is an intense 2-hour session where we will cover your full financial picture and create a plan.  This option is great for people who are self-motivated and just need a little guidance to get started.  2 weeks after your deep dive, we will have a 30 minute follow up call to answer any questions you may have and to check in on your progress.  After this session, you will have a financial plan you can work with and strategies that will work with the goals you define in our session

 The Initiative Inc group coaching is a 3 month financial and social rehabilitation program.  The objective of The Initiative is to empower each participant to make sustainable personal changes that positively impact their lives and the lives of their loved ones.  The focus on this 3 month program is personal financial improvement, employment readiness skills and an introduction to entrepreneurism.