Resources

WHAT YOU NEED FOR YOUR APPOINTMENT

Getting your documents in order

Other tax companies are very confusing with their pricing, and charge you per tax form as they file your taxes.
With us, we are fully transparent with our flat-rate pricing and you will not find a better deal elsewhere!

Registration Form

Document Checklist

INFORMATION GUIDES

Time to build your financial literacy.

Managing Spending

Spending Rules

Saving Rules

Spending on Credit

Financial Decisions

Money Goals

Catch-up on Bills

Disaster Checklist

WE’RE BUILDING LOVE, FAMILY, AND GENERATIONAL WEALTH.

Community is our passion.

Our team was founded on the values of family and community; serving the people in order to bring about the best versions of themselves is our passion and lifelong mission. Our partnership with Jumping Jack Tax allows us to provide every family the opportunity to afford a financial advisor who can provide you the best opportunities to invest in you, your passions, your family, your community, your values, and the generations of change-makers to come.

WHAT YOU NEED FOR YOUR APPOINTMENT

Getting your documents in order

Empowerment Kit

Business Plan

Marketing Plan

INFORMATION GUIDES

Time to build your financial literacy.

Monthly Budgeting

Tracking Income

Tracking Income

Bill Calendar

Credit Reviews

Buying a Home

Buying a Car

Retirement Plan

CONTACT US