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The agency's goal is to provide comprehensive assistance and support to clients in achieving their financial goals.
Our mission is to help clients form a clear position on money, values, and priorities, so that they can live their conscious life in financial security and in the growth zone that is close to their way of life.
The potential result for our client is a conscious position regarding their current standard of living, income growth, or starting a new business or additional activity.
We collaborate with clients to move away from generic strategies and towards those that align with their values, goals, and plans.
Increase personal income levels and overall standard of living
We teach how to save, invest, and diversify finances, live in abundance, and be debt-free
Organizing personal and family budget
Stop thinking in terms of poverty and shift to a wealthy mindset
Overcome biases regarding fear of poverty and fear of success (abundance)
Developing a personal financial plan and achieving financial goals
you will get:
Comprehensive picture of the situation and expert support
Meeting and summary session with financial coach Julia Levin
A personalized long-term financial strategy that has been developed
Practical solutions for a complete range of deep-seated issues that arise and undergo changes specifically in long-term work
Individual effective solutions based on our experts' working methodology, which are coordinated to work for your financial growth.
We know everything about the relationship between thinking and money!
We are a team of professionals who will help you with love and respect to overcome the difficulties you are facing today. Our goal is to provide you with your own vision and action plan, from financial coach to financial advisor, psychologist to mentor, and to continue on this path independently after our collaboration.
If you like our collaboration, we offer an annual package that includes a monthly meeting to review how well you are executing your planned actions.
Our three pillars of collaboration are honesty, trust, and synergy!
Each client is unique, as is their financial situation, and by signing a contract with us, you will receive confidentiality. All data can be transferred to you after our collaboration ends, and our files will be destroyed for your safety!
We do not recommend, sell or impose any financial structures, banks or financial products to persuade you to make specific deals for commission or additional benefit. No!
Together with you, we will build a new strategy for reaching a new level of thinking in clear profit strategies with the help of financial coach Yulia Levin, plan your personal finances with financial advisors Eugene and Marina, overcome past traumas with psychologists Adriana and Marina, and count and verify the accuracy of calculations with accountant Svitlana.
Our approach is to form your personal vision of money, income, expenses, savings, credits, unexpected expenses, and translate it into specific skills in our collaboration.
Introductory meeting
A 15-20 minute session that includes identifying the request and providing an explanation of how we work
First working meeting
If the cooperation is agreed upon, it is worth agreeing on the contract and making an advance payment before the first meeting, and sending a screenshot to our manager
Scheduled meetings according to the selected package
We are working according to the previously agreed schedule of cooperation
Final meeting
The final package of services is individually agreed with financial coach Julia Levin as a potential comprehensive strategy for your financial growth and competency expansion in managing your finances
Develop your own income growth strategy
Formulate new money management models
Create your financial plan and goals
Acquire new skills in thinking and attitudes towards oneself, business, and money
Receive more confidence in your current and future financial situation
Learn to think in terms of ideas for growth
Learn methodologies, techniques, and tools that will become a new vector for your entire future life
Receive a list of books and relevant links to further financial growth
Schedule a consultation
Please fill in your details and the manager will call you to discuss further cooperation
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The only measure of success in the market is the customer's opinion.