Debt Management: From Overwhelmed to Organized
Debt can feel overwhelming, but with the right plan, it becomes manageable. We work with you to assess your current situation, prioritize obligations, and create a strategy that reduces debt in a sustainable way. Our goal is to help you regain control, relieve financial stress, and build a stronger foundation for the future.
As the first step to building your financial future, we will help you develop strategies for:
- Cash Reserves
- Debt Management
- Cashflow Strategies
- Credit Management
Investment Management: Practical Strategies for Real-Life Goals
Investing isn’t just about numbers—it’s about your goals, your values, and the life you want to build. At Maravi Capital Management, we create portfolios designed to match your unique priorities, time horizon, and comfort with risk. Through thoughtful strategies, ongoing monitoring, and adjustments as your life evolves, we help you stay on track toward meaningful financial growth—so your investments work for you, not the other way around.
As part of our investment management process, we will help you develop strategies that could include:
- Asset allocation
- Dollar-cost averaging
- Diversification programs
- Portfolio Reviews
Retirement Planning: Plan Today, Relax Tomorrow
You don’t have to be a millionaire to plan for a retirement you can enjoy. We believe that anyone can build a secure future with the right guidance and a clear plan. Whether you’re just starting to save, mid-career, or approaching retirement, we work with you to create personalized strategies that fit your lifestyle, income needs, and long-term goals.
From 401(k)s and IRAs to Social Security and other retirement income strategies, we focus on practical steps that help you feel confident about the years ahead. Our goal is to give you clarity, reduce uncertainty, and ensure that your retirement is not just a dream—but a plan you can rely on.
As part of our retirement planning process, we will help you develop strategies that could include:
- Pre-59 ½ options
- Employer-sponsored plans and 401(k)s
- IRA and Roth IRA options
- Self employed retirement plans
- Social Security optimization
- Income planning
One-on-One Family Coaching
Personalized sessions that help parents and teens learn practical money skills together.
Workshops for Groups
Interactive programs ideal for church groups, Scouts, and community organizations that want to equip young people with financial knowledge that lasts a lifetime.
Online Learning via Zoom
Flexible, accessible sessions that bring financial education directly to your home or organization, no matter where you are.
Financial Foundations for Early Career
Practical coaching for new earners that covers first paychecks, budgeting, credit basics, student loans, and benefits. We set up simple systems so young adults start strong and stay on track.
Financial Education
Our Financial Education Program is designed to meet the needs of both families and communities. By combining education with real-world application, we make financial learning engaging, practical, and impactful. We offer:
