Expert Consulting Solutions for Financial Growth
At PFL Consulting, we excel in providing tailored consulting services that drive strategic growth and operational success. Trust our experienced professionals to deliver precise insights and effective solutions for your personal or business challenges.
Tailored one-on-one financial guidance package focused on clarity, confidence, and real results. We guide you to make informed decisions and build lasting financial habits.
We Can Cover:
Budgeting & cash flow planning
Debt reduction strategies
Credit education
Investment basics
Goal-based financial growth strategies
What you get:
1 Intro Session (1-hour)
3 Financial Strategy Planning Sessions (30-min)
A custom tailored financial strategy roadmap
Gain practical tools, a clear roadmap, and the confidence to take control of your financial future.
Our Services
Our Small Business Success Package is designed to give entrepreneurs and small business owners the clarity, strategy, and tools they need to start strong, grow sustainably, and maintain financial health. Whether you’re launching a new venture or scaling an existing one, this package delivers structured guidance and actionable strategies to help you reach your goals.
What’s Included
1. Introductory Call – 30 Minutes
We begin with a one-on-one introductory call to understand your business, your vision, and your challenges. This session allows us to align on your priorities and set the foundation for our work together.
2. Three (3) Planning & Strategy Sessions – 1 Hour Each
These deep-dive sessions focus on:
Startup Strategy – From business model refinement to go-to-market planning, we help you launch with confidence.
Growth Planning – We identify opportunities, streamline operations, and create a roadmap for sustainable expansion.
Financial Health Analysis – Review of current financial standing, cash flow insights, and tailored recommendations to strengthen profitability.
3. Tailored Action Plan
Following our meetings, you’ll receive a customized action plan with practical next steps, strategic recommendations, and performance benchmarks to track your progress.
Who This Package Is For
Entrepreneurs starting a new business
Small business owners seeking sustainable growth
Founders who want a clearer view of their financial health
Outcome: By the end of this program, you’ll have a clear, actionable strategy, a better understanding of your financial position, and the confidence to make informed business decisions.
Tailored one-on-one and Group financial guidance packages focused on military specific, financial and strategic results. We guide you to make informed decisions and build lasting financial habits while leveraging the tools, resources, and benefits unique to our service members.
We Can Cover:
Budgeting & cash flow planning
Thrift Savings Plan strategies
Credit education
Investment basics
Goal-based financial growth strategies
What you get:
1 Intro Session (1-hour)
3 Financial Strategy Planning Sessions (45-min)
A custom tailored military focused financial strategy roadmap
Gain practical tools, a clear roadmap, and the confidence to take control of your financial future.
Tailored financial guidance package focused on family and generational wealth planning.
We Can Cover:
Retirement Investment Strategy
College and education planning
Youth budgeting & cashflow education
Real Estate Investment
Goal-based generational wealth growth strategies
What you get:
1 Intro Session (90-min)
3 Financial Strategy Planning Sessions (45-min)
A custom tailored financial strategy roadmap
Gain practical tools, a clear roadmap, and the confidence to take control of your financial future.
Group Workshops | In-Person or Online
Ideal for businesses, schools, nonprofits, or community groups, Financial Foundations Live delivers engaging, educational workshops designed to build financial literacy and inspire action. Through expert-led presentations and interactive sessions, attendees gain practical tools and actionable insights they can use immediately.
Available as single sessions or half-day intensives, these workshops are perfect for employee development programs, student enrichment, or group events focused on financial wellness.
Popular Topics Include:
Budgeting That Works
Building Credit with Confidence
Debt Management Demystified
Investing for Beginners
Financial Planning for Life Transitions
Includes:
Customized 60-minute session starting at $799
Half-day interactive sessions starting at $1,499
Q&A time
Follow-up resources for attendees
Ongoing hourly financial advisory for evolving needs
For clients who want more than a one-time plan — this hourly, on-demand financial strategy service provides continuous access to expert advice as life and goals evolve. Think of it as having a financial strategist in your corner, available when you need support.
Whether you're navigating new challenges or refining your roadmap, this service ensures you stay aligned, accountable, and in control of your financial growth.
Key Benefits:
Flexible, pay-as-you-go structure (hourly billing)
No package commitment — just the time you need
Tailored support for life events, financial pivots, and evolving goals
Trusted, objective guidance — no sales or commissions
What We Can Work On:
Roadmap adjustments and ongoing strategy
Income changes, lifestyle shifts, or new priorities
Investment education and risk assessment
Budget fine-tuning and debt optimization
Preparing for large purchases or transitions
Billing:
$175/hour
Available virtually — book sessions as needed