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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

The Power of "No"

Depending on what part of the world you were raised in or how freely your parents allowed you to think and be, saying “no”...

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Money Mantra

We all have mantras. You may be consciously or subconsciously thinking or repeating them, but they’re there....

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The Road to Financial Independence

The financial climate at times, may prove volatile and extreme, but the principles...

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Give Yourself a Raise

Don’t shoot the messenger… buuuuut, if you are an employee and you receive an income tax return each year,...

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