Services

Our Services

MWR or Make Wealth Real is ideal for those that are already chasing their paychecks and want to stop.  This online, cloud based membership will help you:

*get more money from every paycheck
*improve and review your tax situation
*negotiate bills for lower payments
*teach you about next level investing
*and much more!

click on this link to get a $100 rebate when you signup [we'll send you a rebate check after you have paid for 2 months]
https://user.mwrfinancial.com/home/membership/351665 [or cut and paste in new browser tab] OR click the Take Me to Financial Freedom button

Silver Plan

Invest in the Silver Plan and receive:

  • 30 Minute Consultation
  • The Money Source book [Carla M. Vaughn, MBA] for $299
  • $100 rebate check once you have had your membership for 3 months
Silver Plan Buy Now

Bronze Plan

Invest in the Bronze Plan and receive:

  • 1 Hour Consultation for 4 weeks
  • The Money Source Book [Carla M. Vaughn, MBA]
  • The Total Money Makeover Workbook [Dave Ramsey]
  • A Free Personal and Business Tax Review for $599
  • $100 rebate check once you have had your membership for 3 months


Bronze Plan Buy Now

Gold Plan

Invest in the Gold Plan and receive:

  • 1 Hour Consultation every week for 8 weeks
  • The Money Source Book [Carla M. Vaughn, MBA]
  • The Total Money Makeover Workbook [Dave Ramsey]
  • A Free Personal and Business Tax Review
  • Bookkeeping Services for Your Business for one full year! [some restrictions apply] for $10,000 
  • $100 rebate check once you have had your membership for 3 months



Gold Plan Buy Now
 Need to get a handle on understanding the basics about money?  Financial Literacy First can get you started.  Our non-profit helps educate you on the basics of money management.  We accomplish this by online classes that explore the concepts of budgeting, savings, credit, insurance, and a host of other topics.  Signup for one of classes, most start at only $50.  

 
https://www.FinancialLiteracyFirst.org
[or cut and paste in new browser tab]  OR click on the Educate Me On Money button

 Already have a business but need help managing your back office?  This is where Business & Financial Management Services [BFMS, Inc.] comes to your rescue.  Our core services are bookkeeping, taxes and payroll.  We specialize with Quickbooks online and have a host of other services such as business valuations and Quickbooks training.  

https://www.BizFinancialMgt.com
[or cut and paste in new browser tab] OR click on the button Help Me With Bookkeeping, Taxes and/or Payroll

About Us

Through the use of collaborative efforts we successfully merge our expert consultants with your personal and business financial needs to create the ultimate in financial strategies to help you succeed.  Our Consultants are Accountants, Bookkeepers, Financial Strategists, Financial Advisors, Tax Specialists, and actually everyday people just like you.
SCHEDULE 1-ON-1
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