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.

The attorneys at DG Law have arranged a special discounted rate for CVG Employees for basic estate documents. If you currently have estate documents (a will, trust, power of attorney or advanced healthcare directives), you are invited to bring in your current documents to have an in person review with one of our attorneys. The cost for the review is only $50 (normally a $125 fee) and if new or updated documents are needed, you can apply the $50 to the cost of new documents. If you currently do not have any of these important documents in place, use this opportunity to meet with an attorney to discuss your personal situation and get recommendations for what documents might be needed. The cost for this meeting is also $50, and can be applied towards the cost of documents, should you choose.

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.

To help you grow your business and increase the effectiveness of their marketing efforts, American Family Insurance is launching a free concierge marketing service.

Participants in this Q4 special program will receive one-on-one consultation sessions with BrandMuscle marketing consultants – providing an opportunity to consult with experienced marketing professionals and come away with specific action items for your marketing plan.

Book a half hour consultation with a Local Marketing Consultant today!

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

We handle all your notary needs.

$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.