We provide tools, strategies, and support that empower our community to strengthen credit, master money management, and reach financial goals faster.
Building Wealth on Purpose
Our mission is rooted in helping people take control of their financial future. With a background in both healthcare and banking, we understand the challenges households face. By merging practical strategies, credit optimization, and personalized guidance, we meet clients where they are and guide them to where they want to be — financially free.
Our Services
TIER I
Foundation:
For individuals who need order and clarity.
Lay the groundwork for financial stability. We review your credit, identify quick wins, and create a simple roadmap so you can start improving your profile right away.
TIER II
Building Wealth:
For clients ready to optimize cash flow and start growing.
Turn income into impact. With our Monthly Spending and Credit Strategies, we show you how to maximize rewards, raise limits, and use systems that build lasting wealth.
TIER III
Legacy:
For those focused on long-term growth and financial independence.
Transform success into security. We help you structure your finances for the future with guidance on continuity planning, estate preparation, and safeguarding assets for the next generation.
Master Binder
Managing money shouldn’t feel overwhelming. Our Master Binder organizes your financial picture into simple, actionable steps. From tracking accounts and balances to mapping credit growth opportunities, you’ll always know exactly where you stand — and where you’re going.
Comprehensive review of your current credit profile
Personalized growth plan organized in your Master Binder
Simple tracking tools to monitor progress over time
Guidance on building a stronger foundation for future wealth
Memberships
We offer three levels of support, each designed to meet you where you are in your financial journey. Whether you need clarity, structure, or long-term strategy, Stewardship Services provides the tools and guidance to help you take control of your money with confidence.
Foundation+ — Building Wealth on Purpose Begins Here
For individuals who need order and clarity.
Credit profile review + actionable recommendations
Master Binder setup (organizes debt, income, bills, savings)
Personalized monthly spending & savings analysis
Guidance on building/rebuilding credit responsibly
Membership: Optional $49/month follow-up access (email check-ins + monthly binder updates).
Building Wealth+ — Recommended for Those Committed to Financial Change
For clients ready to optimize cash flow and start growing.
Everything in Foundation plus:
Customized Monthly Spending Strategy (MSS)
Credit growth strategy (limit increases, card sequencing, bank relationships)
Debt payoff vs. investment allocation analysis
Expense optimization (insurance, subscriptions, lifestyle savings)
Membership: $49/month follow-up access (email check-ins + monthly binder updates).
Legacy+ — Only for A Select Few Looking to Build and Protect Their Wealth
For those focused on long-term growth and financial independence.
Everything in Building Wealth plus:
Wealth-building roadmap (credit + investments + tax planning basics)
Recurring membership access (community, templates, masterclasses, accountability calls)
Personalized financial literacy education (tailored to you/family or business)
Quarterly check-ins + updated reports
Membership: $99/month (community access + ongoing support + updates).
Let’s Build Your Plan Together
Financial growth starts with one step. Whether you’re ready for the Master Binder, interested in Membership, or simply have a few questions, we’re here to guide you. Share your details below, and we’ll connect to design a plan that fits your goals.
