Frequently Asked Questions

We understand our clients have different needs! We also know some aren't as "tech savvy" or just prefer to talk to someone face to face. We would be happy to meet in person! just book an appointment through our website or by calling our office at (240) 318-6774.

Our team is passionate about teaching people How Money Works and providing financial education so that our communities can achieve their goals without any financial limitations. We pride ourselves in our trustworthiness and doing what's right 100% of the time.

Sessions can vary in length, but typically last between 30 minutes to an hour. The frequency of sessions can also vary depending on the needs of the client.