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We would like to be a part of the step of your journey to financial freedom through Counseling, Coaching, Advise and Financial planning.
Learn to manage your finances and change your life. Sign up now.
ChrisElly Financial services was established in 2020 during the COVID-19 Pandemic. The goal of the Company is financial literacy for all. During Christy’s career in the various financial institutions, she realized that the focus was on wealthy people. Her goal is to be able to serve the middle class as well as the Ultra wealthy. She would like to be a part of step of the journey to financial freedom through Counseling, Coaching, advise and Financial planning.
Individual or group services are available remotely to residents everywhere but mainly and face-to-face in Georgia; from Atlanta Metropolitan to the Central Savannah River Area- Augusta. Services include Financial Planning (Coming soon), Financial webinar or Live class for your group, Financial counseling and coaching, Financial Literacy camp, Subscription services, Documents review and Insurance (Coming soon).
For ChrisElly, Financial Counseling is helping our clients deal with financial topics like Budgeting, debt and saving. While lower – income clients tend to benefit the most from counseling, everyone can use counseling. Most Financial counseling sessions will be based on understanding basic financial principles, managing debt, ...
Financial literacy is “the possession of the set of skills and knowledge that allows an individual to make informed and effective decisions with all of their financial resources” according to Financial Literacy and Education Commission. Understanding basic financial concepts allows people to know how to navigate through Life and Financial Decisions.Sign up for our webinar to learn more.
Financial advisors usually offer a wider range of services affecting mostly Middle class through higher class of Income earners. Most services range from portfolio management, complicated tax situations to estate planning. Financial Planners will help clients with planning their Financial Lives and meeting client’s aspirations ...
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