Financial Fitness

Financial Wellness

Stuck in a rut with your finances?

Don’t understand where your money goes and why you keep spending it the way you do?

Ready to make a change, pay off debt and free up money for investing, vacations, college funds, purchasing a home, or any other dream you may have?

Sign up for our financial fitness program. Our services include Goal Setting, Credit Repair, Credit Cards, Budgeting, Saving, Traveling on a Dime, Investment Education, Income Tax Savings and Retirement Planning.

Packages include:

An initial meeting with the counselor to set goals and develop a plan of action.

Monthly updates on your credit report to improve your score.

Monthly sessions to update your financial plan.

Check-ins with your counselor in-person, telecommunication, or via telephone.

*These packages require a minimum of three months commitment, with option to receive monthly services after.

Packages start at $65 a month.

Click the registration link below to schedule your free 20 minute consultation.

Consultation Request

To start services, please complete the following questionnaire and email it to serenityconsultants@outlook.com (Be sure to add your name and good contact information on the form):

Name(required)

Email(required)

Home address(required)

We work with people to not only improve their financial status but determine the psychological barriers that have prevented past successes in order to ensure future success! Our goal is to keep you motivated so you can be successful and live your dream! What are your reasons for signing up for the financial fitness program?(required)

When was the last time you viewed your credit report? Do you need assistance with credit repair?(required)

What items are most problematic for you?(required)

Are you in an active bankruptcy or are you considering filing for bankruptcy at this time?(required)

Do you have the funds, if negotiations are met, to pay off debts?(required)

What is your guilty pleasure that you regularly spend money on that you shouldn’t or that you should cut back on?(required)

Any Questions?

Financial Fitness Questionaire

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