Our Services
From financial literacy workshops and seminars designed for diverse audiences to innovative services such as residence readiness, and personalized business consulting services that cater specifically to the needs of our clients optimizing their time and resources. We offer:
Financial Literacy Workshops and Seminars
Tailored to diverse audiences, these sessions are designed to improve financial mindset, investment, and money management skills. Plan key life transitions such as marriage, divorce, senior caregiving, child rearing, retirement, and family bereavement, that support a holistic approach to life, emphasizing growth, well-being, and risk management.
We cater to the growing demand for financial education among individuals, entrepreneurs, and organizations.
People-First Strategies
Meeting the increasing need for actionable People-First strategies that enhance team and customer outcomes, improve internal and communication, boost operational efficiency, and promote profit growth.
Servicing multiple sectors including government, senior, insurance, finance as well as SMEs.
Business Brilliance
Consulting
A holistic approach to business growth and success, combining strategic planning, operational excellence, market expansion, brand development, innovation, and leadership development to unlock the full potential of businesses and position them for long-term success.
Comprehensive business services focused on cash management, business funding, development, communication, sales training, and process evaluation to help meet business needs.
Senior Living and Transition Services
From financial planning services tailored to the unique needs of caregivers and senior clients including estate planning, long-term care insurance, retirement planning, and business exit strategies to ensure financial stability and security for both seniors and caregiving needs.
We coordinate senior transitions from home into care, find solutions for funding care, estate planning, and enhance the operational efficiency of senior care facilities.
Mom’s House certified Senior Transition Specialist offering comprehensive caregiver support programs including residence readiness services, and access to community resources to help our clients manage their caregiving roles effectively.
Interested in our services? We’re here to help!
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.