Our Services
You're here because tired of feeling stressed out about money. We get it because we've been there. And we've developed our services from methods that have proven successful over near 40 years of our founders work with clients. A trained Corazón Advocate can help you with:
Support That Meets You Where You Are
Practical guidance, cultural understanding, and step-by-step coaching for real financial change.
At Corazón, we know money can feel complicated and stressful, which is why our approach is built on clarity, simplicity, and compassion. Every Corazón Advocate is trained to help you understand your finances, build healthier habits, and create a plan that reflects your values and goals. Below, you'll find the core services we offer, each one designed to help you move forward with confidence and corazón.
Find an AdvocateOur Services
Find an Advocate01.
Real Life Budgeting And Cash Flow Management
We will use our trademarked tool, the Wealth Confidence Budget, to help you create a budget that reflects your actual spending and can help you identify ways to manage your cash flow so you're spending aligns with your values and goals.
02.
Debt Reduction
You've probably accumulated debt if you're anything like 80 percent of Americans. And we're here to help you make a solid, personalized plan to help you reduce debt, save money on interest, and leave debt in the rear-view mirror.
03.
Savings And Investment Planning Education
We're big believers in building an emergency savings fund and designing strategies to help you save for your most important life goals. And while we are not investment managers, we can offer you education on investment options that might be available to you — including 401(k)s, IRAs, or mutual funds. Plus, if you need investment management, we have a sister company we can refer you to.
04.
Financial Goal Setting And Accountability Support
We will work with you to set SMART (specific, measurable, attainable, realistic, time-bound) financial goals and hold you accountable until you reach them.
05.
Financial Education And Empowerment
We want you to be as confident as possible when it comes to your finances and that's why we offer various ways for you to learn, including one-on-one and group coaching, workbooks and resources to help you build your financial knowledge.
06.
Basic Estate Planning Assistance
We know estate planning is a tough topic, but we help you learn about the basics of wills, trusts, and legacy planning to help you ensure you leave the legacy you want to leave.
07.
General Insurance And Risk Management
At Corazón, family is important to us and the ultimate act of love is to protect them. Some of our advocates are licensed to help you with insurance solutions that can protect you in the event of a life disaster, like a layoff, disability, divorce, or natural disasters, among others.
08.
Life Transition Planning
The one constant in life is change, right? That's why our Financial Advocates are trained to coach you through major life changes (like getting married, having children, changing careers, and eventually retiring).
09.
Financial Education Workshops
Our Financial Advocates offer workshops (which are both virtual and in-person) on budgeting, debt, investing, or estate planning for your organization or group. Our workshops offer a way for you to learn from our team in a supportive group setting.
Your journey to clarity, confidence, and financial peace begins with the right advocate.
Work With a Corazón AdvocateGet In Touch With A Corazón Financial Advocate
You don't have to navigate your financial life alone. Our advocates provide heart-centered coaching to help you find direction, make confident decisions, and move toward the future your family deserves. Connect with us today and take the first step toward financial strength and peace of mind.
Contact A Corazón Financial Advocate