Resources
WHAT YOU NEED FOR YOUR APPOINTMENT
Getting your documents in order.
Registration Form
Document Checklist
INFORMATIONAL GUIDES
Time to build your financial literacy.
Managing Spending
Spending Rules
Savings Rules
Spending on Credit
Financial Decisions
Money Goals
Catch-up on Bills
Disaster Checklist
FINANCIAL DEVELOPMENT WORKSHEETS
Resources to Take Control of Your Finances
Monthly Budgeting
Tracking Income
Tracking Spending
Bill Calendar
Credit Review
Buying a Home
Buying a Car
Retirement Plan
BUSINESS PLANNING AND DEVELOPMENT
Important Guides in Creating Generational Wealth
Empowerment Kit
Business Plan
Marketing Plan
WE’RE BUILDING LOVE, FAMILY, AND GENERATIONAL WEALTH.
Community is our passion.
Our team was founded on the values of family and community; serving the people in order to bring about the best versions of themselves is our passion and lifelong mission. Our goal is to provide every family the opportunity to afford a financial advisor who can provide you the best opportunities to invest in you, your passions, your family, your community, your values, and the generations of change-makers to come.