Programs

Set a goal.

Make a plan.

Achieve your dreams.

We've designed an unbiased financial education program just for you.

Our goal, in 6 months you will have a plan, be happier, and on your way towards financial wellbeing.

Knowledge is power.

- Debt 2.0
  ©
- Debt 2.0© Is a financial education program designed to help families struggling with debt. Our financial experts offer non-biased information to help you make informed choices, changes and decisions. Our goal: to help you improve the quality of your life with solutions you can live with.
  
  Live online interactive workshops with financial experts discussing today's hot topics:
  - Pros and cons of Consumer Credit Counseling
  - Information and risks with debt management plans
  - Bankruptcy; Chapter 7 and 13 explained
  - Budgeting and saving, tips and strategies
  - Student loans; information on new income based repayment plans
  - 15% discount on live 1-on-1 sessions*
  What’s included?
  - Live weekly group workshops with financial experts
  - 24-hour access to recorded workshops
  - 15% discount on live 1-on-1 sessions*
- Learn More >
- Home Financing 2.0
  ©
- Owning a home remains the American dream. For many families this means finding a way to purchase your first home. For others, it means finding a way to afford the home you already own. Home Financing 2.0 offers financial education on the home financing options available today.
  
  Live, interactive workshops with financial experts on:
  - Home purchase financing
  - Refinance eligibility & criteria
  - Loan modification programs
  - Tips on budgeting and saving
  What’s included?
  - Live weekly group workshops with financial experts
  - 24 hour access to recorded workshops
  - 15% discount on live 1-on-1 sessions*
- Learn More >
- Compass
  ©
- In Compass© you get the expert to focus on your specific situation. On top of having access to Engage, you will have a monthly live 1-on-1 session where each step on the program will be tailored to your needs. It’s like having a personal trainer to get your new financial “look”.
  
  What’s included?
  - Monthly Live 1-on-1 web meeting with the expert
  - Live weekly group workshops
  - 24 hours of virtual interactive sessions
  - 18 Goals – You will achieve each one!
  - 70 Action Items
  - +100 downloadable files + upload personal files for review
  - Personalized information feed
  - 15% discount on live 1-on-1 sessions*
  - Complementary out-of-program live events
- Learn More >

Kelly Wilson

A mortgage and banking industry training professional. Kelly is passionate about educating clients on all aspects of home financing and credit. She has a BA in Behavioral Science, and MA in Organization Management. She is licensed by the California Department of Real Estate.

Programs

Set a goal.

Make a plan.

Achieve your dreams.

Knowledge is power.

Debt 2.0

Debt 2.0© Is a financial education program designed to help families struggling with debt. Our financial experts offer non-biased information to help you make informed choices, changes and decisions. Our goal: to help you improve the quality of your life with solutions you can live with.

Home Financing 2.0

Owning a home remains the American dream. For many families this means finding a way to purchase your first home. For others, it means finding a way to afford the home you already own. Home Financing 2.0 offers financial education on the home financing options available today.

Compass

In Compass© you get the expert to focus on your specific situation. On top of having access to Engage, you will have a monthly live 1-on-1 session where each step on the program will be tailored to your needs. It’s like having a personal trainer to get your new financial “look”.

Kelly Wilson