About Yolanda

Educate, empower, and elevate clients to think differently and perform differently in an effort to achieve positive results. Each client is provided with dedicated team members to help organizations manage change and mitigate risk. We help our clients to streamline business processes while increasing productivity. We perform implementation of process improvements to increase revenue while reducing cost. We assist our clients to identify financial and compliance internal controls by documenting business processes and performing risk assessments. 

Provide management feedback on financial processes that may include confirmation that  

processes and controls addresses financial risks. Effectiveness and efficiency of business systems, processes, and controls impacting financials. Consistency of controls and information reporting. Security over financial and payroll systems and information related to financials. Alert management of internal control deficiencies that can result in waste or abuse.

Educate, empower, and elevate clients to understanding money management, being financial responsible, and obtaining financial freedom. Help clients to identify and accomplish financial goals. There is no one formula to properly address everyone needs. Therefore, each client receive an individual financial improvement plan (IFIP), an assigned money coach, and tools to succeed.

Educate, empower and elevate CEOs and senior business leaders to achieve business objectives and execute the right strategy. We assist leaders with identifying and developing leadership capability aligned to the organization’s culture and priorities. We identify and measure external and internal factors that have the greatest impact to top leaders of organizations. 

Educate, empower and elevate potential entrepreneurs to starting a successful business. We walk with our clients step by step to achieve turning their ideas into a business. We are there to assist with planning, business structure, State and Federal registrations, and making key financial decisions.  We are the one stop connection to successfully starting a business.

Our workshops are unique because they are specifically designed to meet the age preference and needs  of the organization seeking our services.  We operate at a high energy level whereas our facilitators  bring 110% fire-ball attraction.  We are not teachers and prefer not to act as teachers.  Our training is  strategically presented using the Motivational Speaking and Coaching base approaches.  We connect  with the participants by using interactive tools, relevant people, places, and events.    The modules are  named based on trendy words and jargon.  

 All modules are 4 hours (240) minutes.  Each Module can be broken into several sessions.  

Psychology approach to understanding and building a healthy relationship with money. The  module focuses on obtaining an understanding that the universe is plentiful, and potential is unlimited.   Focus on the rephrase and reframe thought patterns to help shift the mindset of the participants.  Course duration: 4 hours (240 minutes).  

 Key Objectives 

Learn the difference between positive and negative emotions with money, with a focus on  positive emotions that promotes a healthy relationship with money. 

Learn the importance of knowing the difference between Needs VS Wants and tips and  strategies to live below your means. 

Learn that self- worth is not your net-worth and self-discipline is essential to properly managing  money.  

This module is designed to introduce the fundamentals of Money Management by  understanding the money wheel.  The money wheel is taught at a high level by introducing the money  flow life cycle and terminologies to be used as the foundation for modules 3 - 5.

 Key Objectives 

Learn sound financial principles.

Learn and understand financial terminology to promote meaningful financial management  discussions and decisions.

This module is designed to focus on the importance of control spending and tracking  expenses. This module teaches how to develop a budget to help make better financial decisions.    Demonstrates how using a budget will prepare you for emergencies and focus on accomplishing long- term financial goals.  

 Key Objectives 

Learn how to develop a budget and the importance of using a budget  

Learn strategies and tips to minimize expenses and maximize savings