Discover Our Services
Tailored Financial Coaching
No two financial journeys are the same.
We work with you to understand your unique goals and challenges, providing personalized guidance to help you overcome obstacles and achieve success.
Comprehensive Financial Planning
Our services cover everything from budgeting and saving to debt management, investing, and retirement planning. With OPUS, you get a complete roadmap to a secure financial future.
Expert Advice and Support
With over a decade of experience in the finance industry, We're here to answer your questions, support your growth, and ensure you have the tools you need to thrive financially.
Why Choose OPUS?
We Prioritize You
At OPUS, you're not just a client—you're our partner in financial success. We listen, understand your needs, and create customized plans that align with your goals.
We're with You Every Step
We believe in ongoing support and accountability. Our services include email support, one-on-one calls, and access to online workshops to keep you on track. You can always count on us to be there when you need help.
Financial Education
We empower you with the knowledge and skills to make informed financial decisions. Our coaching sessions and educational materials are designed to boost your financial literacy and give you the confidence to take control of your future.
Solutions for Every Stage
OPUS understands that financial needs change as life progresses. Whether you're a young adult managing student loans, a professional planning for a home or family, or an established adult considering retirement.
OPUS Financial Coaching was founded to help individuals and families achieve financial freedom and stability. With over 10 years of experience in the finance industry, we offer a unique blend of expertise, personalized coaching, and comprehensive planning. Our mission is to empower you to take control of your finances and build a secure future.
Our Vision
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When you work with OPUS, you gain
Clarity
Get clear on your financial goals and the steps to achieve them.
Confidence
Build the knowledge and skills to take control of your financial future.
Guidance
Benefit from one-on-one coaching tailored to your needs.
Resources
Access educational materials, online workshops, and progress-tracking tools.
Nathalia S, ⭐️ ⭐️ ⭐️ ⭐️ ⭐️
Like the vast majority of people my age, I treated money as a key of sorts that allowed me access to whatever I wanted and as long as i had income, i could afford whatever but what I didn't realize is that as I was spending, I was digging craters for myself. These craters started to bleed over into other areas of my life like my credit, so I realize that in order to maintain the lifestyle that I had set for myself, I needed to make a change. Working with Marlon was tough in the beginning, because I had to face the fact that I liked to spend with no real plan of sustaining or growing my finances, but bit by bit, he patiently worked with me to create a path of growth for me to follow. I truly appreciate his help with this as I now am not only able to buy what I want but my finances are now structured in a way that allows for financial growth and freedom. He is really knowledgeable.I would highly recommend
Alexis Q, ⭐️ ⭐️ ⭐️ ⭐️ ⭐️
Coming to the USA with no idea of the financial value of things and generally how the system worked proved to be a real challenge to me. However, I was blessed to have met Marlon who has taken the time and exercised great patience with me, explaining how the financial system works, he literally held my hands, assisted me with the research for things such as Banks to open my accounts, filing my Taxes, application for Credit Cards, building my credit score, Insurance to High yield savings accounts, budgeting, and my retirement plan and other investment options. It’s still a work in progress and I am sticking with him as my financial coach because I am enjoying the positive result
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What is financial coaching?Financial coaching helps you manage and improve your finances by setting goals, creating budgets, tackling debt, and developing good financial habits. It’s about guiding you to make better financial decisions.
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Why do I need financial coaching?Financial coaching is useful for managing debt, creating budgets, achieving financial goals, and providing accountability. It's for those seeking to improve their financial literacy or needing guidance on financial matters.
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How does financial coaching work?Financial coaching involves an initial consultation, assessment of your financial situation, creating a personalized plan, and ongoing support to keep you on track with your financial goals.
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Is financial coaching right for me?Financial coaching is for you if you're struggling with debt, budgeting, or financial literacy, or if you need help setting and achieving financial goals. It suits those seeking accountability and ongoing support.
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How can I get started?To get started, schedule a consultation, prepare your financial documents, define your goals, and meet with a coach to discuss your financial situation. We'll guide you from there.
Still have a question?
Book a free discovery call now!
OPUS Financial Coaching
Where Generational Wealth Begins