Moneycopilot, LLC
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About us
Moneycopilot, LLC is a money co-management and trust administration company that focuses on improving customer financial health by filling the gap that many people have when it comes to financial discipline. Through a spectrum of services, Moneycopilot, LLC is a trusted partner for customers who struggle when it comes to handling their finances in a stable and forward thinking manner.
Through services like Creditcopilot, $idekick, and Tru$tPay, Moneycopilot, LLC helps customers manage their finances in a way that inherently optimizes spending and saving, reduces debt, increases creditworthiness, and leaves the customer better able to handle financial storms overall. As an added benefit for those who aren't disciplined with their finances or otherwise can't trust their existing approach to finances, customers can even opt to turn over some or all of their regular paychecks to Moneycopilot, LLC to put their money on autopilot and reap the benefits of a fiduciary relationship on the way to better financial health.
With over 20 years of career experience including personal financials, business/P&L management, the financial health specialists at Moneycopilot, LLC subscribe to the concept of zero balance financial budgeting and are proponents of the snowball method of debt reduction. The team is passionate about applying solid financial management principles for the benefit of traditionally underserved groups. They take an approach to personal expense management that can be applied as a template to the average person with varying income levels.
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Reviews
- Vickie·
I did not know what to expect and was somewhat intimidated due to the financial mess I was in. However, there was nothing for me to be worried about. Tunji was excellent, easy to talk to, and full of wisdom. I have a better understanding of my finances and budget (and it has only been a
month!) Thanks Tunji and Money CoPilot! - Jason·
Very helpful is finding what to focus on.
- Annette Taylor·
Moneycopilot is an incredible financial counseling resource! I've
discovered several ways to earn extra income without having to take on
another job, and have developed a higher level of financial competency
regarding saving money, smart budgeting, and optimal credit card usage.
In my first session, right away we utilized structural tools which
organized all of my accounts and helped me grasp a comprehensive
understanding of my entire financial portfolio. I feel so much more in
control of my finances and look forward to future sessions which will
further increase my financial knowledge and literacy with the ultimate
long-term goal of becoming debt free and building wealth. Tunji is incredibly invested in helping his clients in every way that he possibly can to get them on the right track. He is smart, patient, understanding and resourceful. Moneycopilot
helped restore my faith that attaining financial freedom is possible! - Anne C·
Quite happy with the service. I am already reaping the benefits and it's only been 1month!
- Michele·
Exceeded our Expectaions! Great experience having Tunji set up our Payroll accounts both Federal & State as well as assisted in QB online Payroll setup. He made sure all my questions & concerns were thoroughly addressed!
- Kristen·
I started the Sidekick program 4 months ago to help me maximize my
business income. I tend to keep my finances private and am even
embarrassed sometimes to discuss the details of how I spend and manage
my business income. But, I knew there were ways to make the money I
have and already spend make more money for me. I just didn't know how to
start. It all seemed overwhelming. I had been seeing the tips from
Moneycopilot on Facebook, so I knew exactly who I would go to for
assistance.
One thing that immediately stood out when we started was how
non-judgemental and supportive Tunji was as I revealed the ins and outs
of my finances. I instantly felt at ease.
Over the short time in the Sidekick program, I have already gained
nearly $1500 in bonus income, just by spending as usual and utilizing
the strategies given. In addition, Tunji helped me gain back over $250
in overcharges & refunds I was unaware of!
I highly recommend the Sidekick program with Moneycopilot to anyone
considering a money optimizing strategy - whether business or personal.
They provide sound advice, friendly support, and clear options, while
allowing you full control over the decisions - no pressure, no
judgement, just results.