Our services encompass many types of options for clients and consumers to assist with their financial goals.

Consultations:

Email Consultation: Consists of answering up to 3 financial questions. Please allow up to 7 business days for your response.

Virtual Consultation: One on one consultation via Skype or phone to assist you with your financial questions.

Instructional Classes:

Virtual Class: Our classes vary in topics but last for 2 hour informative sessions to help with your financial goals.

In-Person Class: Our classes vary in topics but last for 2-3 hour informative sessions to help with your financial goals. Includes a 15 minute One on One Session with Dr. Wilson.

Yearly Plans:

Silver Plan: Free 1 year subscription to our newsletter. Once every 3 months, one 1 hour phone call or Skype interaction per month to help guide your financial decisions and growth.

Gold Plan: Free 1 year subscription to our newsletter.  One 1 hour phone call or Skype interaction per month to help guide your financial decisions and growth.

Platinum Plan: Free 1 year subscription to our newsletter. Two 1 hour phone call or Skype interaction per month to help guide your financial decisions and growth.

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SERVICES MAY INCLUDE:

  • In person, telephone or online financial counseling;
  • Tools and guidelines to take charge of your financial future;
  • Financial crisis management and strategies to deal with debt collectors;
  • A financial checkup of your financial health;
  • A plan to reach your financial goals including a budget to manage debt, increase your savings, investment and retirement objectives;
  • Assistance with consumer finance issues such as managing student loan debt, improving credit and reviewing your investment and insurance plans.