We empower you with financial education and advice.

Understanding the basics of personal finance is one of the most empowering things you can do for yourself.  A little financial education and some advice from a trained professional can mean the difference between empowerment and fear, between making your money grow and watching it shrink, between making smart investments and forever paying your way out of mountains of debt. No matter what your take-home pay, you have two options: You can spend your money wisely, or just spend it.

At The Alexandrite Group, we give you the tools, the advice, and the education you need so that you know how to spend your money wisely and make it work for you.  It is about maximizing the benefits of your hard work and learning how to make educated decisions. As your budget adviser, we’re here for you; whether it’s credit counseling or personal money management, we are here to help you take control.  Although a number of our clients come to us with investment experience and an understanding of financial issues, many others are novices or who are starting from the beginning with relatively little background.

Our Services

As a dedicated small business and individual financial consultant, we offer three areas of service:
 

Financial Education Helping you understand your finances. There’s so much to learn about finances – from saving to borrowing to investing.  Learning is earning.  We believe that the more you understand, the further your money can go.

Financial Consulting We offer specific services to individuals, families and small businesses concerning many aspects of their financial life: taxes, investments, savings, emergency funds, budgets, organizing financial records and more.

Financial Advice We offer our services to those who face new and daunting financial situations. Recent divorce or separation, children entering college, the death of a spouse, retirement – all of these mean that you face new financial circumstances and may need help navigating the financial seas.  As an unaffiliated, independent financial consultant and budget adviser, we can help with all of these issues.

Through in-person conversations, workshops, phone conversations, workplace seminars, or long-distance phone calls, we offer sound financial advice to individuals and groups in many different financial situations.  From teenagers who have to think about money for the first time, to millionaires considering retirement, we help you make empowered, educated financial decisions.  We offer:

• Credit counseling services
• Personal money management and budgeting advice
• Retirement consulting
• Savings and investment advice

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