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.

Please feel free to schedule an appointment time that best suits for needs.

In einem ca. 1-stündigen Gespräch, online oder auch offline möglich, möchte ich gerne zeigen was meine Arbeitsweise besonders macht. Wir klären deine offenen Fragen und du lernst den Aufbau einer Finazplanung näher kennen. Das ganze ist für dich kostenlos und unverbindlich.

Du bist dir nicht sicher, ob deine aktuellen Verträge noch zu deiner Situation passen oder ob du generell richtig abgesichert bist? Gern prüfe ich deine aktuellen Verträge, erstelle dir eine Übersicht und bespreche mit dir ob die Leistungen noch zu dir passen.

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.

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:Paying off  student loans or credit cardsBuilding up savings and/or a solid Emergency fund (6-12 months of expenses)Building better spending habits overallGetting out of the cycle of living paycheck to paycheck  These sessions will occur over an agreed upon time frame for which you will gain the following :Personalized budgeting strategy created specifically for YOU in order to assist you in meeting your defined financial goalsBi-weekly 1 on 1 coaching calls with Iyesha J Month to month financial breakdowns, ratios and in-depth analysis of personal spending, debt, and savings.Money behavior and mindset transformationIncreased Awareness of basic financial concepts, and pro tips to help you build a solid financial foundation.

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.

The 15 minute clarity call is to evaluate and confirm expenses that you may be unaware you can claim in your accounts towards your self assessment