Are you ready to join the "Black Wealth" movement?

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.


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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Blog links

What is worth knowing?


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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