Why is Financial Consulting Needed?

Pricing

Each package is a 1 on 1 service via virtual and or in person with services lasting up to 3 months

Soon To Be Homeowner
Package $500

Personal Budgeting

  • Financial Coaching
  • Monthly Budget Reconciliation
  • Expense Management/Reduction
  • Prepare and Consult on Savings and educate on Investment Principles

Repair/Establishing Credit

  • Acquire and analyze clients credit profile
  • Advise on Proper Credit Utilization
  • Address Derogatory Remarks
  • Educate on credit growth and maintaining of credit profile

Tax Preparing

  • Prepare and submit tax returns
  • Auditing all forms for completeness and accuracy
  • Handle all communication between client and tax authority
  • Tax Planning and Advisement
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Homeowner
Package $300

Distressed Situation

  • Pre-Foreclosure
  • Tax Delinquency
  • Insolvent Mortgage Payments
  • Access to Investors to receive qualified offer to sell home
  • Promotional offer from investment division of Smith Investors

Repair/Establishing Credit

  • Acquire and analyze clients Credit Profile
  • Advise on Proper Credit Utilization
  • Address Derogatory Remarks
  • Educate on Credit growth and maintaining

Personal Budgeting

  • Financial Coaching
  • Monthly Budget Reconciliation
  • Expense Management/Reduction
  • Prepare and Consult on Savings and educate on Investment Principles
  • To qualify for this package you must currently be a homeowner. Refunds will apply
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Customized
Package

Personal Budgeting $150.00

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Credit Repair$300.00

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Tax Preparing $100.00

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Distressed Situation $0.00

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