Our session will be
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Personalized
Our first session will focus on understanding your current financial position — whether it’s credit challenges, tax concerns, or notary/document needs. From there, we create a tailored strategy that fits your personal goals, timeline, and financial situation.
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Targeted
Every client has different financial pain points. I’ll work closely with you to identify the areas holding you back, such as credit inaccuracies, budgeting issues, tax planning gaps, or document needs, and guide you through practical solutions that create real results.
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Integrative
Financial success takes a full-picture approach. Our sessions combine education, credit-building strategies, budgeting tools, tax guidance, and step-by-step support to help you strengthen every part of your financial life — not just one piece of it.
1:1 Coaching
This $400 includes 6 months guided credit improvement plan
• Review of all three credit bureaus
• Personalized dispute strategy for inaccuracies
• Credit habit-building tools
• Access to credit education videos
• Monthly progress tracking
• Ideal for: clients beginning their credit repair journey
This $400 includes 6 months guided credit improvement plan
• Review of all three credit bureaus
• Personalized dispute strategy for inaccuracies
• Credit habit-building tools
• Access to credit education videos
• Monthly progress tracking
• Ideal for: clients beginning their credit repair journey
1:1 Coaching
This $550 covers 7 months of
• Full credit rebuild support with hands-on coaching
• Personalized budget planning and spending analysis
• Homeownership preparation strategy
• Debt reduction and payoff planning
• Savings and financial lifestyle transformation workbook
• 1-on-1 monthly coaching sessions
• Ideal for: clients preparing for major life or financial goals
This $550 covers 7 months of
• Full credit rebuild support with hands-on coaching
• Personalized budget planning and spending analysis
• Homeownership preparation strategy
• Debt reduction and payoff planning
• Savings and financial lifestyle transformation workbook
• 1-on-1 monthly coaching sessions
• Ideal for: clients preparing for major life or financial goals
How you’ll feel
Relieved knowing your documents are handled correctly, your taxes are prepared professionally, and your credit is moving in the right direction.
BOOK YOUR FREE CONSULTATION.
Let’s build the plan you need to move forward confidently.
FAQs
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We offer mobile notary services, tax preparation, credit education, financial coaching, document preparation, and business consulting. Our goal is to provide trusted, confidential, and professional support for your personal and financial needs.
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You can book online anytime at www.cftrustedservices.com or text “Trusted Services” or to 706-407-9249 depending on the service you need. Same-day and after-hours appointments may be available.
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Yes! We provide virtual tax prep, virtual coaching, and online credit education sessions so you can receive services from anywhere.
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You will need a valid ID, income forms (W-2, 1099s, etc.), dependents’ information, last year’s tax return (if available), and documentation for credits or deductions. We will walk you through every step during your appointment. You can upload all information here https://form.jotform.com/253237533358157
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Absolutely. We follow strict confidentiality and compliance standards to ensure all information is protected. Your privacy and trust are our top priorities.
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Due to the nature of digital and service-based work, all completed services are non-refundable. However, we always work with clients to ensure satisfaction and clarity in the process.
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Pricing depends on the service selected. We offer transparent pricing, bundle discounts, and flexible payment options. Contact us or visit our website for detailed rates.
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Yes. We assist with notary forms, loan documents, affidavits, contracts, business startup documents, and more. Our services are designed to make your process fast and stress-free.