Services & Packages

We always put our focus on our customers. We want you to find the product or service that perfectly suits your needs, which is why we offer comprehensive consulting services to help you make an informed decision. If you still can’t find what you’re looking for, please feel free to get in touch with us and we will be more than happy to help you find a solution to how we can help you with your financial goals.

Financial Literacy

Financial literacy is the ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing.

When you are financially literate, you have the essential foundations of a smart relationship with money that will start a lifelong journey of learning about the financial aspects of your life. The earlier you start, the better off you'll be, because education is the key to success when it comes to money.

Long Term Financial Planning

Financial plans can help you be financially successful now and in the future. Having a financial plan allows you to create a long term strategy toward funding financial goals that are 5, 10, or 20 years down the road. We provide expert advice on a range of financial matters, including investing, risk management, your income and expenses, taxes, insurance, estate planning, retirement, educational needs and planning for long term growth. We help individuals and companies manage their finances effectively to achieve long term financial success, profitability and plan for the future.

Business Consulting

We provide expert advice to business owners and leaders aiming to improve business performance. This service is essential for companies seeking growth, efficiency and solutions to various operational challenges that their company faces.

We work closely with business owners and managers who want to improve operations and efficiency, grow their businesses or maintain positive momentum. We are your partners on your journey to solve your problems, identify obstacles that are preventing growth or efficiency, identify solutions that will implement changes and help you overcome any obstacles your company has along the way to its goals.

Short Term Budgeting & Goal Setting

At the most basic level, a budget is a way to keep track of the money you are getting and the money you are spending. A budget is a great way to make sure that you can cover your expenses from month to month. Having an effective and measurable budget allows you to create a short term goal toward setting financial goals for the weeks or months ahead. We provide expert advice on a range of services to help you budget and stay on track by providing tools that will help with changing your money mindset, understanding cash flow, understand credit products and loans and manage, reduce and eliminate and so that you are better equipped at practicing good financial habits an making more informed decisions.

Our Packages

Each package builds upon the previous one, offering progressively advanced services to help you achieve financial mastery and success in your business endeavors.

Foundational Package - Essentials for Financial Success

Financial Health Check-Up: Conducting a comprehensive assessment of your current financial situation, including reviewing financial statements, cash flow, and key performance indicators.
Financial Basics Workshop: Providing foundational education and training sessions covering essential topics such as budgeting, saving, and debt management.
Personalized Financial Snapshot: Offering customized advice and recommendations based on the assessment results, with strategies to improve financial health and mitigate risks.

Growth Package - Accelerating Financial Progress

Advanced Financial Analysis: Conducting in-depth financial analysis to identify areas for improvement and growth opportunities, including cash flow optimization and cost reduction strategies.
Strategic Planning Session: Assisting with business planning by developing actionable financial forecasts, budgeting plans, and investment strategies tailored to your business goals.
Risk Management Review: Evaluating your current risk exposure and providing recommendations for managing risks effectively, including insurance coverage and contingency planning.

Elite Package - Comprehensive Financial Mastery

Executive Financial Coaching: Offering personalized coaching sessions to address specific financial challenges and opportunities, providing ongoing support and guidance.
Tax Optimization Strategy: Working closely with you to develop tax optimization strategies, ensuring compliance with regulations while maximizing tax efficiency.
Holistic Financial Wellness Program: Implementing a comprehensive financial wellness program for you and your team, including retirement planning, investment education, and financial literacy workshops.

© Copyright 2024. All rights reserved. THByrd Enterprises's logo is a registered and trademarked logo protected by copyright law. All the site or page's material and contents cannot be used without permission of the owner. Any unauthorized reproduction or use of it or infringement upon it is subjected to an infringement lawsuit.

Website proudly created by Phoenix Business Services with IONOS' Website Builder.

Services & Packages