Take full control of your finances. Make success simple
We’re here to help you thrive
Counterpoint Financial Advising was founded to help turn ideas and goals into financial freedom. Our comprehensive and tailored guidance will guide you to renewed confidence in your personal financial education. We also offer expert, personalized budget and credit advice to help you achieve long-term stability and success of both personal and family goals.
Overcome your obstacles
Find your starting point
Imagine your goals, & achieve them
Expand your Vision
Bring your ideas to life
Choose your personalized starting point
Explore memberships & class packs
Personalized Consultation
You talk, we listen. Give us the full scope of your story, where it all started and where you see it going.
Then enjoy a fully tailored action plan presentation to what we believe will be the major keys to your success.
Business Builder Packages
We work for you(and your business). Plans that stream from 3-8 months of active consultation, to ensure we boost you, while you boost your dream business.
Don’t worry, we know money is tight during building time. Which is why we are pleased to offer extended payment options for each plan.
Credit Climbing Packages
6-12 month growth packages. Receive insider trading knowledge on how to turn your credit score into something to be proud of.
Become educated on everything credit, finally get those confusing questions answered about how credit works, and use that knowledge for generational success.
Find a course that works for you! Want some advice without having a coach on your back. We get it! Check out our online courses, and see which ones can help you right away.
Personal Finance Packages
Are you tired of living paycheck to paycheck, wondering where it all goes? Want to travel with your friends or afford a Disney trip? Looking to build strong habits for yourself or your family?
There’s nothing like the peace of seeing the results of good personal financial decisions; we’ll teach you how it’s done.
