Personal financial Assessment Services
Evaluate your financial status
We conduct a comprehensive review of your current financial situation, including income, expenses, debts, and assets, to understand your overall financial health.
Determine if you are paying too much: car, home, and education
We analyze your major purchases to see if you overpaid or are overpaying for your car, home, or education, ensuring you get fair market prices.
Assessment Feedback Program
Receive personalized, detailed feedback on your financial standing, with actionable steps for improvement and growth.
Debt-to-Income ratio
We calculate your debt-to-income ratio to help you understand your borrowing capacity and identify areas to reduce financial pressure.
Calculate your loan pay-off plan
We design a realistic plan to pay off your loans efficiently, minimizing interest costs and freeing up income for other goals.
Learn how to Maximize your income and erase bad debt
Gain strategies to increase your income potential while eliminating high-interest debts that hold you back financially.
Measure the impact of inflation on your and others’ purchases
Understand how inflation affects your money and purchasing power, so you can make better long-term financial decisions.
Acknowledge mistakes and create and execute a plan of correction
We help you identify past financial mistakes and develop a corrective plan to get you back on track.
Hands-on assistance, coaching, advising, and negotiating
Receive one-on-one support with financial decisions, from negotiating better deals to personalized coaching sessions.
Provide lifestyle changes for yourself and family
Personal Financial Inventory Assessment (PFIA) training
Car, student, home advice and coaching strategies
Workshops: junk fees on car and home purchases
Provide protective warning for future financial decisions
Improve your credit score – increase your buying power
Advice on debt cancellation or elimination
Avoid misinformed financial pitfalls (good or bad decisions)
Evaluate your financial status
Hands-on assistance, coaching, advising, and negotiating
Acknowledge mistakes and create and execute a plan of correction
Measure the impact of inflation on your and others’ purchases
Learn how to Maximize your income and erase bad debt
Calculate your loan pay-off plan
Debt-to-Income ratio
Assessment Feedback Program
Financial Training, Coaching, Sessions
Avoid misinformed financial pitfalls (good or bad decisions)
We teach you how to recognize and avoid costly financial mistakes, ensuring you make informed and confident money decisions.
Advice on debt cancellation or elimination
Learn practical methods to reduce or completely eliminate debt, including strategies for consolidation and repayment.
Improve your credit score – increase your buying power
We guide you on proven ways to raise your credit score, helping you secure better interest rates and more financial opportunities.
Provide protective warning for future financial decisions
Our experts help you identify financial red flags and provide tips to avoid risky decisions before they impact your future.
Workshops: junk fees on car and home purchases
Join workshops that teach you how to spot and avoid unnecessary fees when buying cars or homes, saving you money upfront.
Car, student, home advice and coaching strategies
Get one-on-one coaching on managing car, student, and home loans, including strategies for repayment and refinancing.
Personal Financial Inventory Assessment (PFIA) training
We offer training to help you track your personal financial inventory, giving you full control over income, expenses, and assets.
Provide lifestyle changes for yourself and family
Receive personalized advice on financial habits and lifestyle changes that can improve your long-term financial stability.