Services
Let’s Build Your Financial Future, Together.
Our services
Let’s Build Your Financial Future, Together.
At Money Tree Financial Services, we know that everyone’s money journey is different. That’s why we offer a full suite of personalized services—so whether you’re building, rebuilding, or growing your wealth, we’ve got the tools and the team to guide you.
Our Services
Financial Literacy E-Courses
Learn at your own pace with expert support.
Our on-demand courses cover everything from budgeting and saving to debt reduction, investing, estate planning, and wealth-building.
A great fit for individuals, families, or organizations.
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A great fit for individuals, families, or organizations.
Identity, Credit & Title Monitoring
Protect your most valuable asset—your identity.
We offer customizable monitoring plans to help guard your personal, financial, and property data.
Add to any coaching or credit repair plan.
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Add to any coaching or credit repair plan.
Financial Coaching
Real-world coaching for real-life money goals.
Work one-on-one with a certified financial coach or join our group sessions for ongoing support and accountability.
Includes downloadable worksheets, tracking tools & bonus resources.
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Includes downloadable worksheets, tracking tools & bonus resources.
Estate & Legacy Planning
Build a legacy that lasts.
Our estate planning services help you protect your loved ones and your assets with confidence and clarity.
Partnered with licensed professionals.
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Partnered with licensed professionals.
Corporate Financial Wellness Training
Empower your employees with the tools they need.
We offer on-site or virtual workshops, training series, and e-learning solutions for organizations of all sizes.
Custom programs for HR teams & schools available.
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Custom programs for HR teams & schools available.
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Client Testimonials
Real Stories. Real Results.
Discover how Money Tree is transforming lives—one financial breakthrough at a time. From skyrocketing credit scores to stress-free budgeting and empowered families, our clients share the real impact of working with us.
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Most Popular Questions
Frequently Asked Questions – Money Tree Financial Services
We provide comprehensive financial solutions including credit repair, business credit building, financial literacy courses, budgeting tools, personal finance coaching, and identity protection services.
Yes. We operate in compliance with the Credit Repair Organizations Act (CROA) and relevant state laws. Our team includes certified financial educators and credit specialists.
Most clients begin seeing changes within 30 to 60 days, but the full process can take 3 to 6 months depending on the complexity of your credit history.
Absolutely! We help new and existing businesses establish and build credit without using personal guarantees. Our services include vendor account setup, D-U-N-S registration, and credit tier progression strategies.
Yes. We offer financial coaching, budgeting templates, and digital tools that help you create a plan for saving, reducing debt, and building wealth with intention.
We focus on long-term transformation, not quick fixes. Our approach combines education, empowerment, and customized strategies tailored to your goals—not just templates.
Yes. We take privacy seriously. All your data is securely stored, and we adhere to strict confidentiality protocols in accordance with financial industry standards.
Yes! Through our financial literacy programs, we offer age-appropriate education for children, teens, and young adults—designed to build a solid financial foundation early in life.
You can enroll through our website, schedule a free consultation, or contact us directly. Once you choose your service package, we’ll guide you through every step.
Corporate training equips employees with practical money skills, boosting morale, reducing financial stress, and improving workplace productivity.
You can enroll through our website, schedule a free consultation, or contact us directly. Once you choose your service package, we’ll guide you through every step.
Topics include budgeting, debt management, retirement readiness, credit education, and financial wellness. Trainings can be virtual or in-person.
Our process involves reviewing your credit reports, identifying errors or negative items, and disputing them with credit bureaus. We also offer guidance on building positive credit habits and improving your score over time.
Yes. We understand that financial recovery is a journey. We offer flexible payment plans for most of our service packages to make access affordable for everyone.
You can reach us via phone, email, or our contact form on the website. Visit our “Contact Us” page for all communication options and response times.
Yes. Estate planning isn’t just for the wealthy—it helps ensure your family can handle financial and medical decisions on your behalf.
Absolutely. We provide integrated guidance that connects your financial goals with long-term estate planning strategies to ensure comprehensive protection.
Financial coaching focuses on behavior, mindset, budgeting, and goal-setting. Unlike advisors who may manage investments, coaches empower clients to make better everyday money decisions.
Anyone seeking clarity, structure, or accountability with their personal finances—whether you're paying off debt, budgeting, saving for a goal, or rebuilding credit.
Our service monitors credit reports, public records, social security usage, and online data breaches. We also provide alerts and restoration assistance if suspicious activity is found.
Credit monitoring focuses on your credit file, while identity monitoring covers broader risks—like social security number misuse, address changes, and dark web surveillance.
Yes! We tailor our curriculum to fit your company’s goals, demographics, and specific financial challenges your employees may face.
Let’s Grow Together
Whether you need a fresh start or you're ready to grow your financial legacy, we’re here to help. Book a free consultation or explore our services to get started.