Why we do what we do…

Everyone has a money story: Uncovering your habits and attitudes around money.

At the heart of our approach is personalized financial counseling that allows you to bring your entire self to the process. We probe your money behaviors and money stories to understand how you think about and interact with money. We then collaborate to create actionable plans aligned with your values and goals.

From Stress to Strategy: Your Plan for Financial Clarity

Tackling your finances can be stressful, especially when it feels like there is never enough time or energy to build a sustainable plan. Your sessions will focus on practical strategies that start with cash flow planning (income and expenses), long and short term saving, spending, investments, debt management and retirement planning. We provide the tools you need to build confidence in your financial decisions. We focus on and recognize the unique challenges faced by singles and single parents, and we’re here to help you build your emergency funds, figure out to save for college, pay off your college loans and save for your future self (retirement).

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

–Robert Kiyosakiote

Maxine Gordon-Williams, MS, AFC®

Maxine brings 30+ years of business acumen to her passion for helping people build lasting, generational wealth. Inspired by her journey as the daughter of West Indian immigrants, raised by a single mom, she started this company in 2022 to guide others through the types of financial challenges that she experienced. As an Accredited Financial Counselor (AFC®), Maxine has the education and experience needed to help clients successfully manage their money. Maxine brings empathy, patience and joy to each encounter.

Junior Achievement logo with a geometric arrow design and text
A logo for AFCPE with a stylized torch and the words 'AFCPE MEMBER'.
Badge for Money Habitudes program practitioner with stars, blue ribbon, and a colorful icon of cards and dollar sign.
Logo of the National Association of Certified Credit Counselors featuring a circular emblem with a laurel wreath and the organization's initials, alongside the organization's name and tagline 'Build Knowledge. Create Confidence.'
Logo of Tangi Pahoa with the establishment year 1950 on a red banner.
A badge with the text 'Extership Alum 2025' and a logo below it on a red background with a beige border.

Our Process…

Taking Inventory

Goal: Create a safe space to talk about money fears, life changes and current financial reality.

Control Over Cash Flow

Goal: Understand spending, survival costs and emotional triggers.

The Reset

Goal: Develop a new or renewed mindset around our relationship with money. Specific tools and tactics to incorporate new habits.

The Future You

Goal: Build a future that feels safe, dignified and hopeful. We rethink “retirement” and make a plan that you want to pursue.

Self-Care 

Goal: Shift mindset from self-sacrifice to self-preservation. Self-funded joy vs survival budgeting.