Includes access to your own personal client portal for easy updates and management.

Affordable monthly service fees to keep you on track.

Two Essential Financial Services in One Program

1. Financial Coaching

• Gain Clarity with Your Spending

  
  Understand where your money goes so you can make confident, informed decisions.

• Create a Budget That Fits Your Life

  
  We’ll design a plan that works with your lifestyle—not against it.

• Plan Ahead with Purpose

  
  Build a financial roadmap aligned with your goals and long-term vision.

• Master the Mindset of Money

  
  Recognize the emotional side of finances and reduce money-related stress.

• Prepare for the Unexpected

  
  Establish an emergency fund to protect yourself and your family.

• Tackle Debt Strategically

  
  Develop a clear path to manage and reduce debt, lifting financial burdens off your shoulders.

2. Consumer Advocacy with a Legal Focus

   • Leverage Your Rights

     
     We use federal and state consumer protection laws to challenge inaccuracies, incomplete reporting, or violations found in your financial records.

   • Escalation When Necessary

     
     If direct disputes are not resolved, we can pursue arbitration or litigation-based strategies, with the goal of securing debt waivers or corrective actions for any violations identified.

   • Real-Time Monitoring

     
     Active monitoring is required to ensure you receive real-time updates and that our team can respond quickly and effectively. Monitoring is $34.95 per month, following a $1.99 7-Day Trial.

   • Authorization to Advocate

     
     To formally represent you, we require a notarized Power of Attorney. We’ve arranged reduced rates of $39.95 that is done at your convenience, completely online.