Take the Next Step
Our goal is to help entrepreneurs and families experience financial well-being while honoring what matters most at home.
If this inspires you to build freedom, complete the short application below. Let’s start a conversation today.
Your Next Steps:
Step 1: Complete the application form below so we can get to know you.
Step 2: Once submitted, we’ll reach out at your preferred time to connect.
What We Stand For
Freedom
Giving families their time back — not taking it away.
Financial Independence
Helping everyday people take control of their financial future.
Purpose-Driven Living
Creating lives filled with meaning, mission, and impact — not just busyness.
Personal Ownership
Taking responsibility for our outcomes instead of waiting on change.
The company offers financial products and services through independent representatives who offer a complimentary Financial Needs Analysis, helping clients create a clear plan to achieve their financial freedom goals.
Complete your application today and book a time that works best for you.
Yes, a background check is required. You must be at least 18 years old, and no prior experience is necessary.
With continual training and support, you’re in business for yourself—never by yourself.
My introduction to Charisse was truly life-changing. In her presentation, I discovered services I never knew the company offered. Through her expert guidance and personalized strategies, my financial future was transformed and I felt confident every step of the way.

I’m so glad I found Charisse. There was never any pressure to join—she simply listened as I shared that I was exploring my options. When I circled back, I joined without hesitation, and it has truly been the best decision I’ve made. Now, I have more time with my family. Thank you, Charisse!

Sunday – CLOSED
