Kendal McCray
Financial Services Entrepreneur & Educator
Welcome! I am excited to help you take control of your financial future. Whether you are looking to master the 7 Money Milestones, transition from an employee to an entrepreneur through our e2E program, or simply want to stamp out financial illiteracy in your household, I am here to guide you.
Schedule a Meeting with Kendal McCray
Choose the type of meeting that best fits your needs.
Zoom Meeting
Best For: Visual learners, reviewing the “Financial House,” exploring entrepreneurship opportunities, and clients located outside of Mesa.
- The 7 Money Milestones Strategy (45 Mins)
- e2E: Employee to Entrepreneur Info (60 Mins)
- Agency Partnership Interview (30 Mins)
- Complimentary Intro (30 Mins)
Link provided upon confirmation.
Phone Meeting
Best For: Initial introductions, mindset coaching, and quick questions for those on the go.
- Complimentary Introductory Call (15-30 Mins)
- Quick Coaching Check-In
Note: Detailed financial modeling and “Financial House” diagrams are best reviewed via Zoom or In-Person.
In-Person
Best For: Deep-dive strategy, local business networking, and clients who prefer a handshake and a whiteboard session.
- Wealth Building Strategy (60 Mins)
- e2E Business Strategy (60 Mins)
- Financial Literacy Workshop (45 Mins)
Location: AZTACS Headquarters Mesa, Arizona (Address provided upon confirmation).