Our Promise to You
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We will respond to you within 24 hours by phone or email.
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100% Confidentiality.
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Counseling and encouragement that will bring you and your family Financial Freedom.
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A budget that works and gives you back control of your money.
We are well equipped to address any situation. We have clients of all income levels. We help clients learn how to do the following: Build a plan to get out of debt, build a budget, save for kid’s college, build wealth and save for retirement.
People do not plan to fail; they simply fail to plan. Don’t wait, get your plan today!
In addition to private consultations, we offer Financial Wellness Events.
To Be Debt Free or To Simply Build Wealth
Private Consultation
FREE - 30 Minute Consultation
We meet and discuss where you are, where you want to be and develop a plan to get you there. It is not about how much money you make, it is about what you spend and how you manage it. Ben Franklin said “an investment in knowledge always pays the best interest.” That is what this program is, an investment in knowledge because it is not taught in high school or college. At this meeting I will do the following:
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Show you a sample of what I will do for you in regards to developing a specific budget that will work for you and your family.
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I will share with you extra financial tools which has proven to bring my clients Financial Freedom.
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If you are interested in pursuing Financial Freedom, the cost will be determined at this time. The rate is a one-time fee for 3 months of counsel and is based on a sliding scale so it is fair for everyone.
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I will then give you a packet to be completed.
2nd Counseling Session
This will consist of returning the packet with payment and discussion of all numbers. (Approximately 1 Hour Session)
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At this time, I review your Home Owners Insurance policy.
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I review your Car Insurance policy.
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I review your Life Insurance policy or policies to be sure you are properly covered.
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I also review any financial investments, kid's college and retirement statements at this meeting as well.
3rd Counseling Session
This will consist of us discussing the personal plan that was developed for you and your family and all recommendations that I will make to you as your financial advisor. At this time, I will also be giving you the extra financial tools that we talked about in the free session for you to use to build your wealth and to pass on to the next generation.
Financial Wellness- The Heartbeat to Financial Freedom:
Churches, employers or any group or organization looking to teach the tools of money management, making a budget really work and how to build wealth; this program is for you! This event will help individuals and couples grow spiritually, relationally and financially for every stage of their life. Events can be done any day of the week, the events are approximately 2 hours long and affordable for everyone. Contact Kelly Brantley at (318) 497-1059 for more information and book your event today!
Past Financial Wellness Events
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LA Center for the Blind- Ruston, LA
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Centric Federal Credit Union- Ruston, WM, & Monroe
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Peoples State Bank Customers - Natchitoches, LA
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First Baptist Church- Choudrant, LA
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Northeast LA Baptist Missions Group- Oak Grove, LA
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Peoples State Bank Customers - Alexandria, LA
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First Baptist Church- West Monroe, LA
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Peoples State Bank- Texarkana, TX
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Vicksburg Catholic School- Vicksburg, MS
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Keller Williams Realty- Monroe, LA
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Temple Baptist Church- Ruston, LA
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Lincoln Agency Insurance Company- Ruston, LA
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Johnston Dental Care- Ruston,LA
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Impact Healthcare Employees & Doctors- Ruston, LA
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Alford Heights Baptist Church- Many, LA
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Churchill Mortgage- Leesville, LA
Locations Kelly has Serviced
