Wealth Coaching Services Include:
Our first meeting is a crash course that will empower you with foundational financial literacy to put you in the know!
Annual Financial Fitness Assessment
It's all about a growing and intentional relationship. We get to learn about your unique family needs and create a plan to support your goals. Once we create and execute the plan we will review annually at no cost to you.
Annual Comprehensive Policy Reviews
We will review your current policy and make sure you understand what you have and how to best utilize it at no cost to you.
Annual Health Insurance Review
Never miss Open Enrollment again! We will help you connect with benefits for health insurance through the marketplace and other insurance companies including Aetna, Ambetter, Blue Cross Blue Shield, Cigna and more at no cost to you.
It's all about a growing and intentional relationship. We get to learn about your unique retirement needs and create a plan to accelerate your goals. Once we create and execute the plan we will review annually at no cost to you.
Even if you have been turned down before, I can get you covered with living benefits including 24/7 telehealth while building cash value! Don't leave the burden of your final business to your family members. Show them how much you care, call me now so you can leave a legacy!
DEBT ACTION PLAN - *NO CREDIT CHECKS REQUIRED! *
We use the same system banks use but on your behalf. This will make you smile and give you hope! You can live debt free!
FUNERAL ASSISTANCE PLAN
This is a game changer for your entire family and possibly a few of your friends for a nominal fee we can cover 99% if your funeral costs including top quality merchandise. Serving US, Latin America, & the Caribbean! This is NOT an insurance product!
Serving clients across Raeford, Charlotte, Raleigh, Durham, Spring Lake, North Carolina, Hampton, Bon Air, Glen Allen, Richmond, Martinsville, Virginia, Charleston, Sumter, Spartanburg, Beaufort, Columbia, South Carolina, Atlanta, Duluth, Smyrna, Rome, Norcross, and Lawrenceville, Georgia
Virtual Services available via Zoom across the Globe