Wealthy Clients Said:

“I didn’t think I was missing out on much money not putting into my 401K until Jessica put it into perspective. So I started contributing the next paycheck.

I really thought I would have felt the pain of that money missing from my check, but I actually feel so much more financially ahead with the employer matching and tax benefits!

It's amazing how a little bit of knowledge can go a long way and I’m glad I can pass it on to my son so he can get a better start.”

A. King

"

My mom suggested I start investing once I got to college last year but I had no idea where to start. I went to Jessica and she came through with some helpful info about stocks and firms and other things that pointed me in the right direction for my first investment. I decided to open a brokerage account after my 18th birthday and in 2 months it was up $200. I’m glad I started on this journey early!

S. Hawkins

"

I love how patient Jessica is and the way she explains everything for me to understand. She pushed me to finally open a savings account and thankfully I did before interest rates skyrocketed! Now I have an actual emergency fund and both my kids money is earning interest too

C. Castillo

"

I had one credit card balance I struggled to pay down for years, but Jessica helped me tackle it like a pro! Her organizational skills and guidance were top notch and I’m so grateful for her support in helping me stick to a solid repayment plan. It really blessed me to finally have this debt paid so I could fully focus on other areas of my finances!

B.T. Bouie

"

I was looking to purchase my first home but my credit needed to go up. I applied everything Jessica taught me about the what and how of credit and thanks to her, my score has been steady in the 800 club for about 2 years. I was approved for $10K more with the last loan I applied for! Feels good to be here man...

H. Sean


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