Connect & Grow.
Build a career while simultaneously making a positive impact in your community.
Fresh Beginnings.
Get started on the next phase of life with clarity, peace of mind, and the knowledge that you’re ready.
Who's On Your Team?
Who do you have in your corner? We have a plethora of relationships across many relationships. If you need a recommendation, we’ve got you covered!
Your Foundation.
Supporting educational institutions to make an impact on their graduating classes.
The Bigger Picture.
Our Podcast talks about life’s different seasons & how they impact us financially.
Next Phase Opportunities.
A custom solution, presented by a Certified Specialist that will help you better understand your current situation, next steps, and walk away with a strong financial foundation.
Custom. Certified. Proven.
All of This and More!
If you don’t feel like you’ve found the exact match to your specific circumstances, please reach out to our team of Certified Specialists. We can help!
FAQ
How Much Does This Cost?
We believe in no-cost solutions. By working with national 501(c)(3), or non-profit, financial educators, we are able to achieve that goal. At not point will you be paying our Certified Specialists.
What is a Certified Specialist?
To put it simply, a Certified Specialist is your ally that will walk alongside you as life happens. They are trained and nationally certified individuals qualified to give you advice and knowledgeable enough to bring in other experts when your situation calls for it.
Do we meet in-person or virtually?
Both are more than welcome! This ultimately comes down to you and your Certified Specialist and what you decide. We utilize Microsoft Teams for all of our virtual conversations as we take advantage of the advanced security it provides.
How fast is the process?
From the time you first contact a Certified Specialist, there are typically 3 to 4 conversations before implementing any new strategies. The time range for is typically between 1 Week and 4 Weeks.
How Do I Join?
Are you looking to help change the financial fluency in your community? We would love to have you! Join us for our next networking event and see what we have to offer.
How do our companies work together?
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
Are there any limitations to your financial services?
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
What will be my biggest take-away?
A detailed answer to provide information about your business, build trust with potential clients, and help convince the visitor that you are a good fit for them.
Client Testimonials
"I wanted to thank you so much for helping Hazel and myself out with the college application and financial process. It felt overwhelming for the both of us. Hazel has done more research on colleges and their programs and dreaming again about her future. We were both so amazed that there was a program that cared and make us feel like we have a team! Finally feeling like someone is on our side, I am feeling really grateful beyond measure. Seeing a drastic change in my child’s spirit toward her college education has made me incredibly happy and I cannot thank you enough."
Kelly Goodwin
“I want to personally thank you for your time, attention, and the utmost care in walking us through the college application and financial aid process. Because of your guidance, our FASFA was completed on time and was instrumental in securing an additional 58,800 in the form of a Queens Collegiate Grant and the $56,000 Scholarship she received from Queens University. I look forward to working with you in the future for my Son Landon as he prepares to go to college in the fall of 2024. I cannot sing your praises enough and will be sure to let others know how much of a blessing it was to work with you during this very critical journey of getting my firstborn to college. The amount of aid will be critical in her success at this small private university.”
The Futrell Family
The time to act is now.
When was the best time to plant a tree? Obviously, sometime 30+ years ago. However, the next best time? It’s now. See how we can help by clicking below.
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