How We Work

We take you on a journey to explore the 5 Key Pillars of Personal Finances, then provide you with simple and personalized solutions to improve.

Here's how you can be in charge!

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Get assessed

Uncover the truth about your overall financial health by completing the ChargeScore assessment.

know Your Score

Sign up to get your ChargeScore and a full analysis of your overall financial health! You will also receive recommendations and goals to get you to the next level.

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be in charge

Connect with our financial advisors who will help you access the right financial products so you can be in charge of your finances.

Be Confident! Be In Charge!