top of page
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​

bottom of page