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Services offered à la carte

Although we recommend experiencing our services within a complete package, we understand individual needs may vary. Following an in-depth review of your current financial situation, individual services may be available on an as need basis in the following areas: Budget System, W4 review, Tax Planning, Home Purchase/Refinance, and any of the services listed under our Financial Planning package.

Jamilah N. McCluney
Financial Coach & Strategist

For as long as I can remember, I’ve always wanted to be a doctor.

I went to college and followed the pre-med track and along the way realized I’d be 35 before I was finished my schooling and definitely didn’t want to be that old and just be starting my career.

I was like, I want to be married and have a family and how in the world am I gonna do that if I’m still in school (I wanted to be a cardiothoracic surgeon). Fast forward many years later and 35 has come and gone and I’m not married and have no kids. The irony! LOL

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Money on my Mind

More money, now what?

You work hard daily, and give your job and career your all. You’re not necessarily just in it for the money but..

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Your 401K plan is a loser

You’ve set up your 401k plan with your employer and consistently put money into it each pay period, but how...

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An ugly 4 letter word

With the cost of education and higher education continuing to rise, a medical school student can expect...

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You’re losing Money

You get it; don’t think you spend it, yet you have nothing to show for it. Where does it all go? If you’ve ever found...

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