Book your first FREE 20 min Financial coaching session with Iyesha J!  We will tailor your first free session to assist you with the following:

- Defining your current financial goals (savings, investing, debt pay-down, etc) and getting a clear picture for what you hope to achieve as far as personal finances go

- We will discuss Budgeting Strategies to help you meet set SMART (Specific, Measureable, Attainable, Realistic , Timely) goals over a planned time frame

-Action steps that you can follow immediately upon ending your first session.

This session is tailored for individuals who have completed their first Free 20 min Session with Iyesha J. This session is for clients who are ready to take control of their personal finances and need a more personalized structure tailored specifically to them and their financial situation. This session is highly recommend for individuals who need assistance with the following:

 These sessions will occur over an agreed upon time frame for which you will gain the following :

Take the stress off when preparing your budget. Add the ease of Budget Coaching as we equip you with the education needed to be successful. Get help calculating your income accurately, adding expenses to your budget tracker and discuss ways to cut back expenditures if you are faced with a deficit and learn ways to add extra income. We will dedicate up to an hour getting your budget just right so that you may achieve your financial goals.

Credit Guardians, prepares an in-depth credit analysis to calculate and indicate areas of improvement for your credit score. With our specialized programming, we prepare customized plans tailored to your unique situation to improve current credit score in as little as 30 days! With a one-time fee of $50.00, we can start the process to creating financial freedom and guarding your newly acquired credit with our many service options.

Schedule a FREE consultation with one of our Specialists and review your options for Student Loan Consolidation, Loan Forgiveness or Lower Monthly Payments. YOU HAVE OPTIONS! First step, enroll for credit monitoring service at bit.ly/CGMonitor.

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.

When it comes to making decisions, conducting a needs analysis is vital. It helps us understand the gap between our current situation and our desired outcome, enabling us to identify the necessary steps to bridge that gap. Whether it's in business, education, or personal growth, a needs analysis provides valuable insights that lead to effective solutions. So, let’s take the time to assess your needs and watch as your path to success becomes clearer. #NeedsAnalysis #DecisionMaking #Success

Considering transferring your 401k or other investments to an annuity? It could be a wise move for your retirement planning. An annuity offers a guaranteed income stream, ensuring financial stability during your golden years. Plus, it provides tax advantages and the potential for growth. However, it's essential to weigh the pros and cons carefully before making the switch. Consult with a financial professional to determine if an annuity aligns with your long-term goals. Secure your future with a well-informed decision. #retirementplanning #annuity #financialsecurity

Life insurance is a crucial financial safety net that everyone should consider. It provides a sense of security and peace of mind, ensuring that your loved ones are protected in case of the unexpected. Life insurance can help cover funeral expenses, outstanding debts, and provide financial support for your family's future. Don't wait until it's too late, invest in life insurance today to safeguard your family's financial well-being. #LifeInsuranceMatters #FinancialSecurity

$199-THIS SERVICE HAS BEEN DESIGNED FOR PAST CLIENTS WHO WANT TO RESTART THE PROGRAM. TO QUALIFY YOU MUST BE A PAST CLIENT. *PLEASE CALL THE OFFICE IF YOU NEED ANY CLARITY ON THIS SERVICE.

In this first complementary meeting with Baldwin Financial Advisors we will work with you to discover all relevant information so we can begin to plan your financial success. Meeting approximately one hour.

In your second meeting with Baldwin Financial Advisors we will discuss your goals and how to achieve them. This meeting will last approximately two hours.

As a client of Baldwin Financial Advisors we recommend Annual Reviews to go over your financial plan for success. Quarterly and Bi-annual Reviews are also available to be scheduled with this meeting. Meeting approximately two hours.

Mortgage Protection, Final Expense, Retirement and Income Planning.

Free Consultation Service Your story is different, we'd like to help you tell it. Let us review your credit situation in detail. Your specialist will review the solutions that may be available to you based on the information you have provided. ***This service can be performed via phone, face to face or video chat***

SILVER CREDIT REPAIR SERVICES Here what you get: This service is a ONE-TIME flat rate. Includes 4 levels of notarized dispute letters,credit coaching/counseling to build positive credit history and up to 90 days of follow up. PLUS Full Notary Service. No Monthly Obligations ***The service is a ONE-TIME FLAT FEE of $299.99*** *Please allow 3-6 months to see for results*

GOLD PACKAGE - CREDIT REPAIR SERVICES Here what you get: This service is a ONE-TIME flat rate. Includes 4 levels of notarized dispute letters, credit coaching/counseling to build positive credit history and up to 90 days of follow up. Clearing Lexis Nexis report including Judgements, Bankruptcies, Foreclosures, Evictions and Public Records. PLUS Full Notary Service. No Monthly Obligations ***The service is a ONE-TIME FLAT FEE of $499.99*** *Please allow 3-6 months to see for results*

For individual investors only. Please make sure your time zone is correct above.

For financial advisors only. Please make sure your time zone is correct above.

We handle all of your monthly, weekly or daily bookkeeping needs including invoices and statements, cash receipts and disbursements.

Phone consultation to establish relationship and to discuss clients goals, services needed, and future plans.