FinanciallyU Results (1 Month)

(1) 60 min. Virtual or Face to Face Financial Success Session. 30 days of Email and Text Message Support

$75 · 1 hour

FinanciallyU Good Success Session

Package Includes: (3) 60 min. virtual or face to face Financial Success Sessions. 90 days of Email and Text Message Support Action Plan Supportive Workbook

Service is $50 per month for 3 months $50 · 1 hour

FinanciallyU Better Success Session

Package Includes: (6) 60 min. virtual or face to face Financial Success Sessions 180 days of Email and Text Message Access/Support between Financial Success Sessions Action Plan Supportive Workbook Better Option if you're looking to Getting out of Debt, Credit Building, Savings Strategies and Budgeting Strategies

$65 · 1 hour

FinanciallyU Best Success Session

Package Includes: (12) 60 min. virtual or face to face Financial Success Sessions 12 months of Email and Text Message Access/Support between Financial Success Sessions Action Plan Supportive Workbook BEST OPTION if you're looking for Long Term Coaching to reach a specific Financial Goal, Staying on Track with Money Management or Taking Your Finances to the Next Level.

$75 · 1 hour

Tax Preparation

Tax preparation assistance Single :$70 Head of Household: $150 Married Filing Joint :$150 Married Filing Separate: $100 Small Business(Schedule C) $200

2 hours

Notary/Signing Agent

Mortgage Loan Closings, Affidavits, Car Titles

Price Varies · 1 hour 30 minutes

FinanciallyU Business Success Session

(6) 60 min. virtual or face to face Financial Success Sessions 180 days of Email and Text Message Access/Support between Financial Business Success Sessions Action Plan Supportive Workbook Better Option if you're looking to Start a business, Financial Statements Assistance, and Business Credit Building

$150 · 1 hour

Business 2 Business Consulting

Start up assistance: Business canvas formation; Building Business Credit; Assistance with obtaining EIN.

$100 · 1 hour

FinanciallyU Discovery Session

The Free FinanciallyU Discovery Session will allow the service provider to hear the client’s needs and help identify a strategy for solving their problems and accomplishing their goals. All FinanciallyU Discovery Sessions will be via Zoom Virtual Meeting technology which offers clients the ability to dial in with or without video.

Free · 30 minutes