Your Trusted Finance Partner
Empowering You to Take Root and Rise Financially
From credit repair to generational wealth-building, we’re your trusted guide to financial transformation.
Our Services
Helping You Master Every Branch of Your Financial Life
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.
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.
4.7+
2,471 Reviews
Execellent Score
Upcoming Workshops & Events
Stay connected, stay empowered!
Virtual Workshop
April 20, 2025 – Virtual Workshop
“Money Moves for Teens: Budgeting Basics & Smart Spending”
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Need Help Getting Started?
Schedule a free 15-minute consultation with one of our financial coaches today.
