Financial Freedom Consultation                       $25

Non Refundable, 30 Minutes

Ideal For:

We will review your assessment, credit report and personal goal needs. We then help you decide the best course of action to take for improvement and work together to get your personal Journey recommendation. We follow up this consultation with a follow up email with literacy items personalized to your needs. Whether you decide we are right for you or not we still give you knowledge to create a better Financial footprint.

Charge Me Up Resume Builder                               $20

Non Refundable, Delivery Estimate:

Ideal For:

Does your resume need to be updated, or do you feel like it might be lacking? Submit your current resume or complete a quick questionnaire providing any details regarding your education and job history for a brand new and improved resume. Fast delivery.

Beginners Stock Set up Class    $250 Group / $375 Individual

One Time Payment, No Payment Plan Option 

Ideal For:

Have you wanted to learn the world of trading but don't know where to start? Well this is the class for you as we teach you all there is to know about getting started. During this course we teach you the basics to getting started that will help ensure you are successful with trading.  This 3 part interactive course allows you to practice and come back to the classroom and ask questions so you can build a solid trading foundation.  Here is a breakdown of what you can expect to learn 

  • Trading Platforms and why it matters 

  • Trading terminology

  • Paper trading

  • Trading alerts servers

  • Chart reading 

  • and More 

Level Up! Friends & Family Challenge           Varies

Jackpot Varies By Team Size

Ideal For:

You don't have to move to the next level alone, create a team! Gather in groups of 2, 4, or 6 and prepare yourself for an upgrade and potentially a cash prize. After sign up is complete, you will receive a financial mindset assessment, access  to a "S.M.A.R.T Goals" course, and obtain an action plan that will get you through this 4 month long challenge. Use the provided point system to accumulate the highest score, and keep tabs on your group mates with monthly scoreboard reports. You can compete. You can support. Though all involved will walk away winners, only ONE will walk away with the jackpot.

High School Real Life Financial Workshop       Varies

Non Refundable, 30 Minutes

Ideal For:

Let us help prepare your students to move to the next level of life prepared. This 8 week workshop  will help teach the practical ways of self discovering how to start our youth out on a stable Financial outcome. We focus on teaching our youth the needed knowledge to make it in a changing society. Whether a Level 1 or Level 5 school your students will be able to take these life skills and prepare them for college and entering the "Real World.. This 8 week workshop  has a workbook to coincide with the information so the students are able to take home and teach discuss with their families what they have learned. Your students will be more than prepared with this breakdown: 

 

Week 1 and 2: Changing the Mindset to Money by overcoming the Jones Lifestyle 

Week 3 and 4: All about the budgets. Setting a realistic budget for Teens

Week 5 and 6: What is credit and how to build it now. 

Week 7 and 8: All about banking. 

College Bound Prep Workshop                                $150

Non Refundable, 30 Minutes

Ideal For:

Let us help prepare your High School Graduate  move to the next level of life prepared. This 2 hour workshop  will help teach the practical ways of self discovering how to start your graduate out on a stable Financial outcome. We focus on teaching the needed knowledge to make it in a changing society.  This 2 hour course will break down all they need to go before they enter college or the Job Force.  

 Changing the Mindset to Money by overcoming the Jones Lifestyle - All about the budgets. Setting a realistic budget for Teens -What is credit and how to build it now-: All about banking.  and making their money work for them. 

Wellness Journey Plans

Financial Wellness Plan $895

Requires $175 Non Refundable Deposit

Ideal For: Individual

Wellness Journey Plan $1195

Requires $275 Non Refundable Deposit, $50 Discount If Paid In Full Within 30 Days

Ideal For: Multiple Parties (2+ People), Families

Whether you choose the Financial Wellness (Individual) or Dynasty Wellness (Family) Journey you will be sure to go on a soul searching 6 month workshop. During this Journey your Coaches will spend time teaching you the 6 steps to improve your credit performance, build financial stability, develop life savings and reach all of your financial goals. 

During this  month you have a 1-hour personalized coaching with our Financial Coach where we follow up  on your reading material that we use with our Program. We also help you develop your SMART goals for the remainder of your Journey and 12 months out.  This month mindset  and helping you create better financial decision. You will also have a  5 - 10 min voice call from your coach once a week checking on your goals, offering motivation and ensuring that progress is happening!!

During this month we have a 1 hour personalized coaching  and work with you to create your very own budget. We teach you how to prioritize your needs based on where you are and help you uncover what financial habits that are preventing you from meeting your goals. We review with your your savings goals, and gain personal commitments from you while teaching you the balance.  your Budget coach will reach out to you once every two weeks to check on your progress and keep you on track. 

 

 

During this month  you have a personalized 1 hour coaching with our Financial / Credit coach. During this session we teach you all there is to know about credit and the breakdown of how this impacts your score. We review your personal score and assign some homework to get you involved before we work on the recovery in month 4. Your Credit Coach will reach out to you once every 2 weeks to check on your progress and keep you on track. 

During this month you have a personalized 1 hour coaching with your Financial / Credit Coach. During this session we discuss the ways to improve your credit performance.  We help you discover the actions you need to take to get your credit back on track using our ABCD coaching methods. We walk you through setting your credit goals for the remainder of your journey and we reach out to you once a week to ensure you stay on track. 

During this month you have a personalized 45 minute coaching with your Financial Coach. During this month we teach you secrets of the wealthy by making your money and credit work for you. We teach you how to shop, vacation, and live better and making your everyday purchase net you some cold hard cash. Your Financial coach will reach out to you 1 time via voice call and 4 emails to keep you in the game) 

During this month we have a personalized 1 hour coaching with your Financial Coach. During this month we focus on building your Dynasty also known as a Financial Portfolio. We use again our ABCD coaching method to help you build your Portfolio after we teach you all there is to know about 401k, investments,  ESPP, home ownership etc. Your coach will reach out to you via voice call once every 2 weeks and  one time every week via email to check on your progress. We will follow up twice after your journey is over to ensure you are still LIT (Learning Intentionally to Grow) and hitting your goals 

 

  • Audible / Paperback book

  • Debit Card Register

  • Coaching journal 

  • Workbook that coincides with monthly material

  • Monthly Rewards Program

  • Access to educational videos /webinars

  • Certificate of completion

Month  1

Month  2

Month  3

Month  4

Month  5

Month  6

Materials Included