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Analyst

Our Partnerships are tailored to fit your family's needs. We offer products ranging from one time services to long term partnerships. 

"You were in Eden, the garden of God. Every precious stone was your covering. The ruby, the topaz and the diamond." 

(Ezekiel 28:13)

Business Meeting

Ruby

Budget with a Plan

Current assessment of finances

Personalized budget​

Business Meeting

Topaz

Budget with goal check-ins

Current assessment of finances

Personalized budget

Financial report

Plan to implement budget

Overview of target goals

Periodic partner check ins

Business Handshake

Diamond

Budget with a Partner

Current assessment of finances

Projected assessment of finances

Personalized budget

Detailed financial report

Plan to implement budget

Income and expense recommendations

Savings potential and goals

Overview of short term goals

Overview of long term goals

Implementation of short term and long term goals

Partnership continuation plan

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