Services


Teaches

  • Evaluates life stages of individuals and organizations.

  • Designs specific presentations tailored to needs.

  • Delivers seminars that will be informative and engaging.


evaluates

  • Discusses entire financial health picture.

  • Reviews fitness utilizing evaluation tool.

  • Provides options for potential improvements and satisfaction.


provides

  • Utilizes experience and knowledge of financial services industry.

  • Guides and suggests financial health plan.

  • Follows up with assistance post-plan as necessary.


trains

  • Evaluates urgency of budget demand.

  • Educates on budget elements.

  • Ensures ability of self-sufficiency.


administers

  • Provides mobile notary assistance.
    California certified only.

  • Fee(s) based on per notary signature, including travel mileage.