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Why Schedule a Meeting with ME?

Financial success starts with a clear plan and the right guidance. Whether you need help with budgeting, debt, business, investing, or turning content into income, I’ll tailor a strategy that fits your goals. All appointments are free just book if you’re committed, so the spot isn’t taken from someone who truly needs it.

Types of Appointments You Can Schedule

  • Discovery Meeting Intro to my company, services, and coaching.

  • Financial Strategy Session Build a tailored plan around your goals.

  • Coaching Session Get guidance on life, business, and entrepreneurship.

  • Business Interview Apply to join my financial professionals team.

  • Affiliate Program Learn to earn passive income with referrals.

Why Schedule a Meeting with ME?

Financial success starts with a clear plan and the right guidance. Whether you need help with budgeting, debt, business, investing, or turning content into income, I’ll tailor a strategy that fits your goals. All appointments are free just book if you’re committed, so the spot isn’t taken from someone who truly needs it.

Types of Appointments You Can Schedule

  • Discovery Meeting Intro to my company, services, and coaching.

  • Financial Strategy Session Build a tailored plan around your goals.

  • Coaching Session Get guidance on life, business, and entrepreneurship.

  • Business Interview Apply to join my financial professionals team.

  • Affiliate Program Learn to earn passive income with referrals.

Budgeting

Savings, expense management, tax withholdings, bill reduction, money skills, emergency funds, HYSA, CDs, and money markets.

Debt Management

Settlement, consolidation, debt stacking, credit building, card strategies, tax help, and student loan assistance.

Proper Protection

Life, health, dental, vision, living benefits, group benefits, income protection, and cash value insurance.

Wealth Building

Retirement plans, 401(k), IRAs, annuities, Social Security planning, RMDs, and college funds.

Legacy Planning

Wills, trusts, estate planning, asset protection, wealth transfer, and estate tax strategies.

Business Financial Services

Business planning, succession, buy-sell, tax strategies, executive insurance, benefits, and funding.

Are You A New Start Up/Entrepreneur?

Business Formation & Legal Setup

LLC FormationRegistered Agent ServicesEIN (Employer Identification Number)Business Licenses & PermitsTrademark Filing & Name Protection
Schedule Consultation

Financial & Compliance Tools

Bank Account SetupCredit Building SupportTaxes & BookkeepingCompliance ManagementLegal Templates & Contracts
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Branding & Identity

Logo DesignBusiness CardsDigital CardsBranded Merchandise
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Online Presence & Tech Setup

Domain RegistrationCustom Business EmailWebsite Builder or Full SetupOnline Store / Booking SiteGoogle Business ProfileDigital Contact Tools
Schedule Consultation

Business Strategy & Growth

Business PlansCoaching ProgramAI Marketing ToolsSocial Media BrandingCommunity AccessPartner Discounts
Schedule Consultation

Long-Term Wealth & Business Protection

Business Wealth StrategiesIUL Growth & RetirementKey-Person & Executive InsuranceBusiness Continuation & Buy-SellExit & Legacy PlanningAsset Protection & Legal ToolsEntrepreneur CommunityPartner Discounts & Referrals
Schedule Consultation

Are You An Established Company/Business?

Level 1: Employee Financial Resources (Hands-Off Support)

Budgeting, savings, and goals guidance.Health, life, and income protection support.401(k), IRA, and long-term investment help.Debt management and credit-building support.
Schedule a Meeting

Level 2: Company-Integrated Employee Benefits (Direct Support)

Customized benefits setup & coaching for employees.Life, health, and disability guidance & setup.401(k), IRA, and long-term financial planning help.Onboarding sessions and ongoing one-on-one guidance.
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Level 3: Full Employee Benefits Implementation

Group Benefits Health, life, disability & retirement plans.Auto Onboarding Employees enrolled seamlessly.Training Live financial literacy workshops.Support Ongoing one-on-one coaching.
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Level 4: Advanced Business & Wealth Strategy

Business & Tax Optimize structure and taxes.Executive Pay Rebus & split-dollar plans.Succession & Retention Buy-sell, key-person, golden handcuffs.Wealth & HR Asset protection, payroll, financial wellness.
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TESTIMONIALS

Real Stories from Clients

Charming is a true leader who inspires others and supports veterans with dedication. He combines discipline, compassion, and strategy, making a real difference in the lives of those he works with.

Jordie K

CEO, 7 Eagle Group

Charming turned my family’s finances around and helped us plan for our daughter’s future. He’s always available, patient, and focused on teaching financial literacy. My only regret is not meeting him sooner.

Bryan G

Berkeley College Alumni

Conversations about money felt easy with Charming because he truly cares. He helped my family set up retirement goals, life insurance, and even plans for our kids’ future. His support and follow-up gave us real peace of mind.

David M

Project Management Intern

Charming has a deep understanding of financial strategies and business operations. His advice is practical, ethical, and results-driven. He’s helped me and others achieve strong financial outcomes with integrity.

Joshua H.

Project Manager

Take Control of Your Financial Future Today

Take Control of Your Financial Future Today

Book your free Initial Overview personalized strategies for budgeting, debt, wealth, and legacy. No contracts, just results.

Book 1:1 Free Strategy Call
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