Services

Current Services

At OCC, we aim to understand your full financial picture, so you may make the best educated financial decisions for yourself and your family.

Financial Audits

At OCC, we ask for two months of bank statements, credit card statements, and any other financial accounts you may have. We analyze your current spending habits, and show you how you can improve your financial health.

We audit the last two months of spending, so we can help you determine where your money is going every month.

Budget Structures

Creating a structured budget is one, if not the, most important part of your financial health. We work with experts in the personal finance field to help you curate a budget that works for your lifestyle.

OCC helps find a budget that works for you, and enables you to feel empowered through accountability.

Debt-Free Strategies

We work with you to determine the best path forward in terms of debt-free strategies. This includes methods like the snowball method, or the avalanche method. We understand the emotional and psychological toll that debt has on individuals, and we aim to be part of your relief.

After our financial audits and budgeting, OCC offers strategies to help guide you through your debt-free journey.