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Our Services
01.Initial Consultation
Get your financial journey started now with a free 15-minute initial consultation. We’ll briefly explore your financial goals and objectives, allowing our expert consultant to identify options that best meet your financial needs. Let’s turn your aspirations into reality—schedule your consultation today!
02.Financial Consulting
One-hour session focused on the financial topic of your choice. Consultation includes a tailored presentation with practical recommendations meant to strengthen your financial literacy and help you make more informed decisions.
03.Financial Counseling
Supportive guidance to help you identify unhelpful financial behaviors, replace bad habits with healthier money practices, and provide practical steps for managing debt, reducing stress, and building a stronger financial future.
04.Budget Strategy
Comprehensive review of your financial information to develop an effective budget or enhance your existing budget. Includes a detailed one-hour meeting with actionable recommendations to enhance your financial well-being.
05.Limited Financial Plan
Focused financial planning for one goal such as purchasing a home, funding education, or paying off debt. This service includes a comprehensive review of your financial information, a one-hour presentation, and recommendations to achieve your goal.
06.Comprehensive Financial Plan
Comprehensive personalized financial planning that aligns with your unique goals and circumstances. Your current financial situation will be thoroughly analyzed to develop a strategic plan for debt management, savings and investments, retirement, asset protection, and wealth accumulation.
07.Financial Planning + Budget Strategy
This service gives you the best of both worlds: personalized financial planning paired with a practical budget strategy to help you strengthen your financial foundation, make the most of your money, and move confidently toward your goals.
08.Retainer Services
A retainer package is available as an add-on for any planning, consulting, or counseling service. You will receive quarterly reviews of your financial position and progress. Each review includes any needed adjustments or new recommendations, helping you stay on track with confidence and ongoing expert support.
09.Small Group Classes (Virtual)
Interactive virtual one-hour classes designed for small groups seeking to build financial literacy in a supportive setting. Participants gain practical guidance on budgeting, debt management, saving, and smart money habits they can apply with confidence.
10.Speaking Engagements
Whether you're hosting a small workshop or a large corporate event, our expert consultant delivers insightful, actionable strategies tailored to any audience. Elevate your financial literacy and inspire positive change with Money Life Consulting—book us for your next event!