Financial Planning Education

Wellness Tutoring

We believe that everyone is capable of not only living a debt-free life, but of accumulating wealth. The key: education. Whenever you feel stuck and don’t know who to turn to, there’s a real professional tutor waiting to help you make sense of your situation. Our clients have the opportunity to take advantage of five private wellness tutoring sessions and 12-online educational sessions with educators experienced in financial wellness.

Educational Materials

Our clients also learn the ins and outs of financial security through our time-tested financial education course, consisting of books, CD’s, and self-testing materials. This do it yourself course will help you with creating your personal financial wellness plan.

Rates & Fees