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 Corazon 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.
Our Services
We will use our trademarked tool, the Wealth Confidence Budget, to help you create a budget the 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.
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.
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.
We will work with you to set SMART (specific, measurable, attainable, realistic, time-bound) financial goals and hold you accountable until you reach them.
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.
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.
At Corazon, 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.
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).
Our Financial Advocates offer workshops (which are both virtual or 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.