Services

Some financial decisions need more than a quick answer. NTFS Global provides financial transition consulting, strategic education, and self-guided resources to help individuals, families, leaders, organizations, and institutions review the numbers, values, risks, and responsibilities before moving forward. 

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The Breakdown

A clear-eyed look at where things actually stand.

A focused, one-time review of your financial situation and the decision in front of you. You leave with a clear picture of your options and what each one actually means. Not just a list of numbers.

Good fit if:

  • You need an objective read on your situation before you decide anything
  • You want the “why” behind the numbers and not just the numbers
  • You’re not sure what questions you should even be asking yet

Starting investment: $2,250

Start with the breakdown

Financial Transition Suite

For situations too layered for a single session.

An ongoing, structed engagement for transitions that involve multiple decisions, multiple people, or moving pieces over time. The kind of situation that can’t be resolved in one conversation. 

Good fit if:

  • Your situation involves more than one decision or one person
  • You need continuity, not a one-time consultation
  • You’re ready for a structured, applied engagement

Application required, investment varies

Apply for The Suite
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S.O.S. (Strategic Option Session)

One question. One focused conversation.

A single strategic session for when you don’t need a full review. You need to think out loud with someone who can help you see the decision clearly and name what’s actually at stake.

Good fit if:

  • You have one specific decision or question weighing on you
  • You don’t need document review or ongoing support
  • You want clarity fast, not a multi-step process

Investment: $1,000

Schedule S.O.S.

FLIP™ (Financial Learning & Insight Path

Education and workshops, not one-on-one consulting.

Workshops and learning experiences designed to strengthen financial decision-making, improve money conversations, and help adults become more intentional about the financial behavior they model for others, especially children and younger generations.

Good fit if:

  • You want to strengthen financial decision-making and improve money conversations with the families or groups you serve, or within your organization
  • You want adults to model healthier financial behavior for the people watching them
  • You are preparing people for recurring financial transitions across life, family, work, and community

Investment: Varies by workshop. Minimum group size applies.

Explore FLIP™

Financial Resource Vault

Self-guided tools for people who want to start on their own.

A curated collection of guides, tools, and books you can work through at your own pace. For people who want a starting point without booking a session.

Good fit if:

  • You want to explore before committing to a consultation
  • You prefer working through material independently
  • You’re looking for a lower commitment starting point

Investment: Individual item pricing

Browse the Vault


Government, Schools, & Institutional Procurement

Consulting and education for public-sector and institutional partners.

Engagements structured for government agencies, school systems, and institutions. Procurement-ready and scoped for organizational requirements rather than individual needs.

Good fit if:

  • You’re evaluating NTFS Global for a procurement or contract
  • You represent a school, agency, or institution rather than an individual
  • You need engagement details structed for institutional review

Investment: Scoped per engagement

Visit the government page
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faq

Frequently asked questions

Start with The Breakdown if you need a private financial situation reviewed before making a decision or correcting what has already happened.

Choose S.O.S. if you only need to talk through one focused question, concern, or next step.

Apply for Financial Transition Suite if your situation is ongoing, complex, or involves multiple people, responsibilities, or moving pieces.

Choose FLIP™ if you represent a nonprofit, community organization, employer, or group that wants financial education to strengthen decision-making, improve money conversations, model healthier financial behavior, or prepare people for recurring financial transitions.

Visit Government Contracting if you represent a government agency, public school system, county program, institution, or any organization that must use a procurement process. This includes FLIP-style financial education for the people you serve.

FLIP™ is offered to organizations and groups rather than individual families. For personal use, the Financial Resource Vault and NTFS Global’s free educational content are the best starting points.

No. NTFS Global is not accepting general tax preparation clients.

Some consulting services may include tax-related education, strategy, or review when it is part of a larger financial decision or transition.

NTFS Global no longer operates as a traditional tax preparation firm.

Tax experience still informs the work, especially when a financial decision may involve tax risk, IRS concerns, past filings, business structure, nonprofit compliance, or major life changes. However, the current focus is financial transition consulting, education, resources, and strategic decision support.

No. NTFS Global does not provide investment management, securities recommendations, insurance sales, or financial product sales.

The work focuses on financial decisions, structure, transition planning, education, and strategy. If investment, legal, insurance, or specialized tax advice is needed, you may be referred back to the appropriate licensed professional.

No. NTFS Global is not financial coaching.

Coaching often focuses on encouragement, accountability, and behavior change. NTFS Global focuses on reviewing financial situations, identifying risks and consequences, clarifying options, and helping clients make structured decisions before those decisions become costly missteps.

Emotions, beliefs, and mindset may be considered because they can influence financial decisions. However, NTFS Global does not provide therapy, counseling, medical care, or mental health treatment as a core service.

When appropriate, clients may be referred to or back to a licensed counseling, medical, or other qualified professional. In select experiences, a licensed counselor or therapist may be contracted to support the experience, but that does not make therapy or counseling a core NTFS Global service.

Not as a rule. Most engagements are centered on decision clarity and strategy, not ongoing task management.

The exception is Financial Transition Suite, which may include limited hands-on execution when a situation needs repair or recalibration, not just a recommendation. This may include organizing and preparing documents, correcting what is not working, coordinating with outside professionals, and helping carry out the agreed plan.

Even within Financial Transition Suite, NTFS Global does not become your ongoing financial manager or internal staff member. Final decisions, approvals, signatures, and payments stay with you.

NTFS Global does not replace your CPA, attorney, financial adviser, bookkeeper, or insurance professional.

The role is to help you understand the bigger picture, prepare better questions, organize the decision, and connect the financial, personal, family, leadership, or organizational pieces that may affect the outcome.

Many clients already have professionals involved. NTFS Global helps make sure the decision itself is clear, values-aligned, and structured before action is taken.

Financial Transition Suite begins with an application.

This allows NTFS Global to review whether the engagement is the right fit, what level of support may be needed, and whether the matter requires a standard or extended engagement.

Schedule S.O.S.

S.O.S. is designed for discussion, clarity, and direction only. It does not include document review, written analysis, calculations, extensive research, or ongoing support.

If your situation requires records, numbers, documents, or options to be reviewed, The Breakdown may be the better first step.

Yes. NTFS Global provides education, workshops, speaking, and training for families, schools, churches, nonprofits, community programs, employers, and values-based organizations.

Public agencies, school systems, and procurement-based opportunities may be submitted through the Government Contracting page.