The Best When It Comes

Financial Literacy


Happenings you shouldn't miss in the weeks ahead.


June 19, 2021

Financial Literacy Seminar 

Topic the Home Buying Process and Budgeting 101


July 10, 2021

Financial Literacy Seminar College Student Addition

Zoom from 10am to 11:30 pm


Julu 24, 2021

Financial Literacy Seminar

Zoom From 11 am to 1 pm

Registration Form


August 14, 2021

Fi‚Äčnancial Literacy Seminar

Zoom from 11 am to 1 pm

how we can help you?


What is Financial Literacy?  Knowing how to budget your money, understanding credit, banking, saving and taxes. We offer Financial Literacy Seminars to teach people how to get a better credit score, budget for big ticket items like a car, house, college for children. 

Financial Literacy Seminar

Book us for your next event to educate your community on financial literacy.


Personal Consultations

Have your credit report review with our experts and create a plan to increase your credit score.


Tax Planning

Analysis of  financial situation and provide ways for tax efficiency.


what our customers are saying


2 Friends and Finance presents at my school's PTA meeting and the parents learned so much from the presentation we will have them come back again

Karen Perrot PTA President