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This website does not offer financial advice. Users should consult with a qualified financial advisor before making any financial decisions.

Our Services

Credit Card

Step one: Credit Assessment

Take the first step toward improving your financial health with our complimentary Credit Assessment Consultation. This insightful meeting is designed to:

 

  • Understand Your Goals: Begin with a conversation about your financial ambitions and concerns—whether it’s building creditworthiness, preparing for a loan, or ensuring accuracy in your credit report.

  • Preliminary Credit Review: Dive into your credit history with a high-level overview to identify key factors influencing your credit standing.

  • Actionable Insights: Receive tailored advice on next steps, including addressing any inaccuracies, improving your credit score, and adopting strategies for long-term financial success.​

This personalized session offers clarity, guidance, and the foundation to take control of your credit journey.

Credit Card

Step two: Credit File Analysis

Duration: 1 Hour
Fee: $49

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Building on the insights gained from the Credit Assessment, the Credit File Analysis service takes a deep dive into your credit report to uncover valuable details and create actionable strategies for improvement. This one-hour, comprehensive meeting includes:

 

  • Thorough Examination of Your Credit Report:

    • Pinpoint inaccuracies, errors, or outdated information that could be negatively affecting your credit score.

    • Highlight the key factors impacting your credit health, such as account statuses, credit inquiries, and balances.

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  • Personalized Score Breakdown:

    • Provide an in-depth explanation of what’s driving your credit score, including payment history, credit utilization, and the mix of accounts.

    • Discuss the long-term implications of your credit history and current financial behaviors.

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  • Tailored Solutions for Improvement:

    • Develop a clear, step-by-step action plan to address any identified issues and improve your creditworthiness.

    • Offer recommendations for optimizing credit utilization, managing debts effectively, and improving overall financial standing.

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  • Guided Path Forward:

    • Clarify how to dispute errors and navigate the credit repair process confidently.

    • Provide expert advice tailored to your financial goals, ensuring you leave with clarity and direction.

 

Achieve Credit Confidence

This service is ideal for individuals who want to go beyond surface-level insights and take informed, strategic steps toward a healthier credit profile

Credit Card

Credit Confidence Subscription Plan

Duration: 1 Hour per session

Subscription Price: $ 40/monthly 

                           or $450 annually

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Empower your financial journey with the Credit Confidence Subscription Plan, offering continuous expert guidance, tailored resources, and real-time updates on your credit report to help you achieve lasting financial success.

 

What’s Included in Your Subscription?

  • Strategic Credit Guidance: Get personalized advice that aligns with your financial goals and credit health.

  • Access to Exclusive Resources: Take advantage of educational tools and actionable tips to manage your credit effectively.

  • Constant Contact for Credit Updates (By Appointment): Schedule one-on-one appointments to discuss changes or updates to your credit report. Whether it’s new inquiries, errors, or significant credit score shifts, our experts provide clear guidance tailored to your situation.

  • Expert Support for Financial Decisions: Gain professional advice when navigating major financial choices, such as loans, mortgages, or debt management.

 

Why Subscribe to the Credit Confidence Plan?

  • Stay Informed: Address changes to your credit report quickly with scheduled discussions.

  • Empower Yourself: Build confidence and clarity with tools, resources, and ongoing support.

  • Affordable Financial Investment: Take charge of your credit health while benefiting from long-term growth.

 

Subscribe Today

Join the Credit Confidence Subscription Plan now to access expert guidance, scheduled discussions, and the resources you need to stay in control of your credit journey. Start building your financial future with confidence

30-minute Financial Strategy Session

Kickstart your journey to financial freedom with a personalized, no-cost, 30-minute financial strategy session. During this session, we’ll focus on understanding your financial situation, identifying your goals, and crafting a customized path forward. Here's what you can expect:

 

  1. Goal Exploration: We'll start by discussing your financial aspirations—whether it’s saving for a big purchase, managing debt, or building a sustainable budget.

  2. Spending Habits Overview: Together, we’ll assess your current spending and saving patterns to uncover opportunities for improvement and areas of strength.

  3. Actionable Recommendations: Based on our conversation, you'll leave with practical tips and strategies tailored to your unique circumstances. These might include budgeting insights, prioritization techniques, or tools to help you track expenses.

  4. Next Steps: If you decide to continue working with me, we’ll discuss how ongoing sessions or additional services can support your progress.

Custom Spending Plan Support

Duration: 1 Hour per session

Price: $55 monthly 

 or $600 annually

Achieve financial clarity with expert guidance through personalized Custom Spending Plan Support. This service is designed to meet your unique financial goals and lifestyle, ensuring that your spending aligns with your priorities and sets you on a path toward long-term success. Here's what this service entails:

 

  1. Comprehensive Financial Review:

    • We'll begin with an in-depth analysis of your income, expenses, savings, and debt.

    • Identify patterns and areas where adjustments can be made to free up resources or address overspending.​

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  1. Personalized Spending Plan Creation:

    • Work collaboratively to design a tailored spending plan that reflects your financial goals, such as saving for a major purchase, paying off debt, or building an emergency fund.

    • Set realistic and achievable spending categories that balance essentials, discretionary spending, and savings.​

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  1. Tool Recommendations:

    • Introduce user-friendly budgeting tools or apps (e.g., spreadsheets, Mint, YNAB) to help you track your expenses effortlessly.

    • Provide customized templates and guides for easy implementation of the plan. Then you know what? What does this one have that the other one doesn't?

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  1. Implementation Strategy:

    • Outline actionable steps to implement the spending plan effectively.

    • Discuss strategies for overcoming challenges like impulse spending, unexpected expenses, or lifestyle changes.

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  1. Ongoing Support (Optional):

    • Opt for regular check-ins (weekly, bi-weekly, or monthly) to review your progress, make adjustments, and keep you accountable.

    • Celebrate milestones, track financial growth, and refine strategies as needed.

Financial Confidence Master Plan

Subscription price: $90 monthly
                        or $1080 annually

Achieve financial clarity with expert guidance through personalized Custom Spending Plan Support. This service is designed to meet your unique financial goals and lifestyle, ensuring that your spending aligns with your priorities and sets you on a path toward long-term success. Here's what this service entails:

 

  1. Comprehensive Financial Review:

     

    • We'll begin with an in-depth analysis of your income, expenses, savings, and debt.

    • Identify patterns and areas where adjustments can be made to free up resources or address overspending.

  2. Personalized Spending Plan Creation:

     

    • Work collaboratively to design a tailored spending plan that reflects your financial goals, such as saving for a major purchase, paying off debt, or building an emergency fund.

    • Set realistic and achievable spending categories that balance essentials, discretionary spending, and savings.

  3. Tool Recommendations:

     

    • Introduce user-friendly budgeting tools or apps (e.g., spreadsheets, Mint, YNAB) to help you track your expenses effortlessly.

    • Provide customized templates and guides for easy implementation of the plan.

  4. Implementation Strategy:

     

    • Outline actionable steps to implement the spending plan effectively.

    • Discuss strategies for overcoming challenges like impulse spending, unexpected expenses, or lifestyle changes.

  5. Ongoing Support (Optional):

     

    • Opt for regular check-ins (weekly, bi-weekly, or monthly) to review your progress, make adjustments, and keep you accountable.

    • Celebrate milestones, track financial growth, and refine strategies as needed.

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