"Financial health and wellbeing is not just a luxury for the wealthy. Its a BASIC for all."

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ABOUT OUR BUSINESS

 

Making & Meeting Goals

I start by documenting your goals and then helping you achieve them through financial education, budgeting, plan analysis, goal identification, implementation strategies, and consistent follow-ups. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Building Strong Futures

I’m passionate about helping both companies and individuals with managing assets, providing implementation strategies, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. 

MEET OUR TEAM

Get to Know Us

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KANEISHA MITCHELL

Owner & Financial Consultant

Kaneisha Mitchell has a gift for connecting with people. Proud to put love and careful attention into every aspect of her business she engulfs the ability to provide clear and easily understood explanations regarding financial planning and financial literacy. While she enjoys the details that come with financial planning, her motivation is serving as a vessel for some of the most important decisions in people’s lives. 
The personalized program that Kaneisha can provide is a roadmap to working toward a more secure financial future. She is a legacy builder who welcomes questions and take the time to listen.

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