Services
We Aren’t Average Financial Advisors
We Simplify Money Management
Financial frustration has become a way of life for too many people.
It’s enough to ruin a beautiful day – if allowed.
It breaks my heart, it really does.
So…
We make money management as easy as 1-2-3.
1 – Enroll in our proprietary Forget You Program™ or Medical Debt Reduction
2 – Work with us to Get Set
3 – Proceed to Wealth Creation
Ready to commit to change?
Give us six (6) months and we’ll deliver results you can see.
Reduce Frustration. Save Time. Get Better Results.
Money Management Simplified
The Forget You™ Program
The Forget You™ Program is our proprietary
Program to take you from broke to set.
⦁ Credit score below 740?
⦁ Debt over $2500?
⦁ Spending more than earnings?
Enroll in The Forget You™ Program!
Partner with us for a few months and you’ll see results.
Our typical client sees an increase in their credit score of 80+ points.
Medical Debt Reduction
The biggest contributor to financial strife in the US is???
The biggest contributor to bankruptcy in the US is?
Medical Debt
Reducing or removing medical debt is two things to me:
My passion and a mission!
I believe medical debt is unacceptable
And it is being used unfairly to trap people
Into a lifetime of inescapable poverty.
I discovered that passion + skill = HUGE results!
The first big bill I resolved was over $50,000.00
We help resolve medical debt using our years of successful experience to fuel our process.
⦁ Need Help?
⦁ In Collections?
⦁ Considering Bankruptcy?
Release the chains of medical debt.
Only pay what you truly owe.
We know how to help. Our typical client saves thousands.
Wealth Creation & Retirement Plans
As soon as you are “set” move on to creating personal wealth:
⦁ Home Ownership
⦁ Savings Plans
⦁ Retirement Plans
⦁ Wealth Transfer Plans
Why Not?
The Money Bunny
Introducing money principals to young people helps them develop good financial habits.
Good financial habits last a lifetime – ask anyone who has them – they developed them in their youth.
The Money Bunny for Youth™ gives people a ‘leg up’ on monetary skills.
It’s so much fun, they won’t notice they’re learning.
It’s anti-digital for a zen learning experience and maximizes the users’ creativity.
It’s also not political, a bank advertisement, nor religious.