About Us

Who We Are

Our Mission

To position clients to be stronger financially through efficient cash flow management, improving quality of life while creating better futures.

Who We Are...

At Back 2 Basics we come to work every day because we have a passion for financial empowerment. Back 2 Basics’ senior leadership team draws on seventeen years of experience across the finance industry to chart a course for the future and guide our clients toward their strategic goals. As a privately owned, founder-led company, we’re able to work fast and respond to our clients’ needs without anything getting in our way.

We truly believe in the transformative power that comes along with financial security and have the pleasure of seeing it impact lives daily. Our ability to simplify finances elevates our clients through collaboration, active engagement and client-consultant support. We’re excited to start a dialogue and learn about you.

Back 2 Basics was created after years of assisting bank customers who came into branches for service assistance related to their finances. Often people would forget to pay their bills or move funds in time to cover payments, they needed more information to make better financial decisions and some simply didn’t know where their money went. These people needed support to assist them in managing their finances – these people needed to get Back 2 Basics.


...Through bad financial choices, divorce, and family hardship I was feeling broke and more trapped than ever. I had to swallow my pride and admit I was overwhelmed and needed help. I was full of anxiety during the initial consultation but you were reassuring, you made me feel like you were going to be in this with me every step of the way. I tell everyone about Back 2 Basics when afforded the opportunity. I have a very long way to go but with your help I am confident now that I will get there. I mean this truly and sincerely when I tell you that you have been changing my life

WB. Air Traffic Controller
Avon, Connecticut

Only one year has gone by and such a big difference in my money habits has changed. I'm so proud of myself in my discipline. I no longer have to say I wish... It's I will or can!

CS. Nurse
Atlanta, Georgia

...I was extremely overwhelmed by my financial situation...I couldn't get out of the hole and it was difficult for me to get organized. When I met with Elena for the first time I found her to be welcoming and confident of her ability to help me reach my financial goals. I no longer feel stressed about my bills or savings because Back to Basics takes care of it. I have seen a tremendous improvement with in my first 90 days. I definitely will continue to refer Back to Basics to my family and friends

MW. Property Manager
Atlanta, Georgia

I contacted B2B and felt a sense of relief knowing I had a partner to consult and that I had a cushion for unexpected expenses in my savings, I’d never had that before. I paid off the furniture I’ve financed since working with B2B which eliminated a bill, freed up more cash and eliminated the high interest rate. It feels like I’m progressing when it comes to my finances, my outlook on paying bills and budgeting is better. I’d tell anyone considering this service to think about how long you’ve been saying you’re going to do better with your money. Just make the call, you have to be ready for a sense of power and embrace change

BR. Business Analyst II
Atlanta, Georgia

The consulting provided by Back 2 Basics raised my middle credit score from 624 to 720 in less than six months. My life was improved by this service because I was able to afford more things like groceries and was able to buy another car at a 4.75% interest rate. It made me feel like I have control of my finances and gave me stability. Back 2 Basics worked great!

JM. Teller
Atlanta, Georgia

There's no shame in owning where you are and where you need to be. Back 2 Basics will make you proud of your finances and you will look forward to the road ahead!

ST. Analyst
Tallahasee, Florida

After my consultation, I realized how much adjustment my finances needed. The first benefit was seeing more money in my 401k. The conversation was an eye opener and taught me a lot more than I knew even though I'm very good with my money. I was very satisfied

TD. Network Engineer
Atlanta, Georgia

Back 2 Basics sets me up for a financial touchdown for my future. I am self-employed so having my finances under a watchful eye by a financial accountability partner makes me rethink every penny I spend. This experience made me feel more financially sound for my future

KG. Self Employed Stylist
Atlanta, Georgia