How we help


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Let us help you

Financial Wellness is within Reach

“The only person you are destined to become is the person you decide to be.” – Ralph Waldo Emerson
Financial Coaching, Planning, Resources and more!

Think About It…

  • Have you ever wished you had more money for a vacation?
  • If you had a flat tire tomorrow, would you be able to cover that expense?
  • Are you thinking about buying a home in the future?
  • Have you ever thought about furthering your education?

What is Financial Wellness?

“A state of being wherein you have control over day-to-day, month-to-month finances; have the capacity to absorb a financial shock; are on track to meet your financial goals; and have the financial freedom to make the choices that allow you to enjoy life.” –

Planning & Preparing for…

  • Holidays
  • Vacation
  • Buying a home
  • Buying a car
  • Continuing education
  • Saving for children’s future

We Have Your Back

Our Process For Your Success





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Financial Coaching

You're Not Alone!

You will have confidential one-on-one financial coaching sessions to create a personalized financial wellness plan that best fits your needs.


You'll Have A Blueprint!

You will have the opportunity to overcome financial related obstacles and create strategic plans for saving, debt elimination, and credit building.

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You'll Have the Tools!

You will have 24/7 access to an interactive financial platform powered by LifeCents, a toolkit provided by Consumer Financial Protection Bureau, and various community connections.

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You CAN Do It!

You will achieve financial success as you improve your financial wellness and live happily with less stress through goal setting and accountability check-ins, all while earning incentives along the way.