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Higher, Further, becoming Greater

Going Skyward

With you each step of the way to see you win!

Personal Financial Consulting

Clients will receive consultation services that will assess current financial health and help identify key areas of current success and improvements. Along with the consultation service, clients will understand their financial drivers and visualize next step items to align their financial goals with their life values. This service includes deciphering debt repayment plans and savings strategies that is catered specifically to each individual client that aligns with their values.

Credit Score Consultation

This service assists the client in making financial decisions that will result in increased credit scores. During this process, we will assess your current credit score and navigate ways to reach your credit score goal. This is not a credit repair service. The goal is to help the client make financial decisions that will build their credit. The client will walk away with a better understanding of how the credit score system works along with knowledge and practical steps to improve and build their credit. In addition, the client will have the ability to share with their loved ones the same tools and steps so they too can be successful and see their credit score go Skyward.

It’s never too late to build credit

“If you take care of your credit, your credit will take care of you!”

Credit Card Management 

One of the biggest misconceptions in America is that credit cards are all bad. Credit cards are only bad when they are misused. Anything misused can be deemed harmful. However, credit cards can be a vital tool in financial success when used properly. There are many benefits to using credit cards such as using them to build credit, earning cash back, travel rewards, covering the cost of a vacation, warranty protection on purchases, price matching, $0 fraud liability, added insurance, trip delay coverage, access to private lounges in airports, and TSA PreCheck just to name a few. This service gives you ways to maximize benefits of your current credit card as well as assess if there are other cards that can serve you better. A goal of this consultation is establish which card(s) can help you reach your financial goals and how to manage those cards along the journey.

Use credit cards to your benefit

“One of the biggest misconceptions in America is that credit cards are all bad.”

Third party financial services

Finances shape the success of every organization.

Business Consulting/Virtual CFO

Many organizations such as small businesses, startups, and non-profit organizations do not have the resources to hire a CFO or other financial and accounting professionals internally. Skyward is here to serve these organizations with income and expense forecasting, chart of accounts review such as terminology and location of accounts in Profit & Loss and Income Statements, and financial analyses to help the client understand what is driving profitability. In addition, this service will provide measures to control expenditures and help guide your business to success.

Internal Control Review and Monitoring

COMING SOON!

Strong internal controls should be adapted in every organization that receives or spends any form of money. Unfortunately, fraud happens in every industry including non-profit organizations. The best and cheapest way to combat fraud in your organization is through implementing the necessary internal controls that will help prevent it from ever happening. This is known as fraud prevention. This service assists organizations in risk assessments, reviewing their internal controls, identifying possible areas where fraud could happen, and recommending steps and policies to improve those areas.

Internal Controls are vital

Every organization should implement strong internal controls to help prevent fraud from happening.

Pricing

Hourly Rates

  • Phone CONSULTATION (15 min) - Free

  • Personal finance consultation - (1 hR) - $120.00

  • Credit score consultation (1 hr) - $120.00

  • Credit card Consultation (1 hr) - $120.00

  • Budgeting Consultation (2 hrs) - $160.00

Retainer Fee

  • Individual/family -$900.00

    - 12 months of unlimited support, coaching, and consultation services for a year including in person, email, and mobile access. Includes review and follow up as needed such as biweekly, monthly, and quarterly, on all services.