FAQ
Got Questions? We’ve Got Answers!
We’ve compiled answers to the most common questions
we receive from our clients. Our goal is to provide
helpful insights about our mission and services.
How long does the process take?
Some clients may see an improvement in as little as 60 days, but in many cases, financial worthiness may take
six months to one year
(or potentially longer).
How much does the Financial Analysis cost?
Our comprehensive analysis cost is only $89. This service provides a detailed analysis with a personalized action
plan to improve your
financial worthiness.
How does the Financial Wellness Program process work?
Our program begins with an analysis to determine eligibility. Once enrolled, we use proven strategies to help you improve your worthiness and achieve your financial goals.
What is included in the Homebuying Guide Course?
What is included in the Business Blueprint Course?
What is the difference between our Financial Wellness Program and Financial Wellness 101 Course?
The Financial Wellness Program focuses on financial worthiness and improvement, while the Financial Wellness 101 includes the program plus an online financial literacy course to minimize any reoccurrences.
Our Home Buying Guide Course includes financial improvement plans, pre-qualification support for lenders, educational workshops, and partnerships with trusted real estate professionals to help you find the perfect home. The course, which is in-person and online, prepares you for the homebuying process.
The Business Blueprint Course provides everything you need to set your business apart and succeed. This online/in-person course includes guidance on developing your business idea, creating a solid business plan, building business credit, securing startup financing, and mastering marketing strategies. You'll also gain access to expert insights, practical tools, and a supportive community to ensure your business thrives.
What are the benefits of Management and Monitoring (M&M) Plans?
What is your cancellation policy for the (M&M) plan?
Is there a refund policy for your services?
Our M&M Plans provide ongoing credit monitoring, identity theft protection, personalized financial advice, and proactive management to keep your credit on track and help you achieve your financial goals.
You can cancel your M&M Plan at any time. However, we recommend contacting us first to discuss any concerns and explore how we can continue to support your financial journey.
Due to the nature of our services, all sales are final and we do not offer refunds or returns.
WHAT IS A FINANCIAL ANALYSIS?
Our financial analysis is a 3-step process—Access, Assess, Advise—which provides a comprehensive evaluation
of your financial profile. For just $89, you’ll receive a personalized action plan to boost your financial worthiness.
Based on the results, we’ll recommend effective strategies for a DIY approach
or invite you to leverage our professional financial wellness program
to achieve optimal financial wellness.
