Our Services
From planning and investments to debt and retirement, we deliver tailored financial solutions for every stage.
What We Do
Expert Financial Consulting Services
Experience expert guidance through our tailored financial consulting services designed to build, manage, and grow your financial future. From personal planning to business strategy, we apply proven tools and insights to deliver lasting financial results.
Investment Planning
Strategic wealth-building approaches to reach your long-term goals.
Tax Optimization
Reduce liabilities and increase savings with customized tax strategies.
Debt Management
Clear your path with structured repayment and credit solutions.
Retirement Planning
Secure your future with customized retirement strategies and income planning.
Business Advisory
Improve cash flow, scalability, and profitability with expert business insights.
Risk Assessment
Protect your finances with smart insurance and contingency planning.
Pricing & Packages
Signature Advisory Plans
Our Signature Advisory Plans are crafted for individuals and businesses seeking in-depth, expert financial care. Each plan blends personalized strategy, premium support, and proven tools to ensure your financial goals are achieved with confidence and clarity.
Starter Financial Plan
$149/hour
Budgeting & Expense Review
Financial Planning CRM
Email Support
Satisfaction Guarantee
Basic Investment Guidance
Growth Advisory Plan
$549/hour
Full Financial Assessment
Tax Optimization Guidance
Phone & Email Support
Satisfaction Guarantee
Retirement Planning Insights
Elite Wealth Plan
$349/hour
Dedicated Financial Advisor
Personalized Investment
Ongoing Strategy Calls
Free Monthly Reports
Executive Financial Lounge
Jack Miller
Loyal Client
I've been working with this team for over a year, and their service always exceeds expectations. Their professionalism, deep financial insight, and consistent support make every consultation valuable. My finances have never been more organized and goal-focused. I fully trust them with my financial planning needs.
Services
We Are Here to Help
Healthy Home Assessment
In-home assessments to identify health and safety hazards • Moisture, mold, ventilation, electrical, structural, accessibility, and other housing concerns • Identify potential environmental hazards and needed repairs
Minor Home Repairs & Safety Improvements
Repairs that improve health and safety • Accessibility improvements • Minor structural repairs • Electrical and safety corrections • Weatherization-related improvements • Ventilation and moisture-control improvements
As a partner, offering service expertise and undergirding our efforts to bring together resources, professionals, and the people who need them is our common goal.
Clean Water Services
Household water-quality education • Water testing coordination • Drinking-water assessments • Filtration systems • Point-of-use water treatment • Education about contaminants such as PFAS, lead and other water-quality concerns • Connecting residents with appropriate remediation resources
Environmental Health Education
Healthy-home education • Water-quality education • Indoor-air-quality education • Mold/moisture prevention • Lead and other environmental hazard awareness • Healthy-home maintenance education
As a partner, offering service expertise and undergirding our efforts to bring together resources, professionals, and the people who need them is our common goal.
Housing Remediation & Referral
Help residents understand what needs to be repaired • Develop a remediation plan • Perform eligible minor work • Refer larger or specialized projects to qualified contractors/partners • Connect residents to available government and community resources
Workforce Development
Construction skills training • Hands-on residential repair training • Healthy-home principles • Safety training • Sustainable/green construction practices • Career pathways into construction and related trades
Community Outreach & Education
Construction skills training • Hands-on residential repair training • Healthy-home principles • Safety training • Sustainable/green construction practices • Career pathways into construction and related trades
Community
Construction skills training • Hands-on residential repair training • Healthy-home principles • Safety training • Sustainable/green construction practices • Career pathways into construction and related trades
Programs
Event SCHEDULE
Mon
Financial Planning Workshop
11:00 am - 11:30 pm
Tue
Retirement Planning Workshop
12:00 am - 11:00 pm
Wed
Tax Optimization Session
8:00 am - 5:00 pm
Thu
Investment Guidance Session
1:00 am - 11:30 pm
Fri
Financial Strategy Workshop
8:00 am - 5:00 pm
Sat
Wealth Manage Consultation
1:00 pm - 3:30 pm
Sun
Debt Management Session
8:00 am - 5:00 pm
Mon
Tax Optimization Session
1:00 pm - 3:30 pm
Tue
Financial Planning Workshop
1:00 pm - 3:30 pm
Wed
Retirement Planning Workshop
2:30 pm - 5:00 pm
Thu
Financial Strategy Workshop
11:00 am - 11:30 pm
Fri
Investment Guidance Session
11:00 am - 11:30 pm
Sat
Clean Home Initiative of Indiana
2:30 pm - 5:00 pm
Sun
Wealth Manage Consultation
7:00 pm - 10:00 pm
enhance your financial journey
A well-managed financial portfolio reflects the expertise and dedication of a trusted consultant. Just like your finances, your success deserves personalized attention and strategy.
Paramahansa Yogananda
317-868-2129 | [email protected] Address: 8887 Keystone Crossings BLVD 13 Floor Indianapolis IN, 46240
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