Education
We explain cash flow, credit, investing, and retirement choices in language you can use after the meeting.
Start with understanding.
About The Veritas Guidance LLC
Our mission: financial clarity for every Providence household
Choosing a financial counselor is about finding someone who understands your life in Providence. The Veritas Guidance LLC gives Rhode Islanders practical, judgment-free guidance for the decisions in front of them.
Our purpose is simple: to help households understand their money, make a workable plan, and take the next step with confidence.
Clarity starts here.
Schedule a Consultation
How we work
Our counseling approach: education, empathy, action
You should understand the advice you receive. Our sessions focus on plain explanations, honest trade-offs, and practical steps that fit your household.
Empathy
Past money decisions are part of the picture, not a reason for shame. We listen before we recommend a next move.
Bring the real story.
Action
Each conversation ends with clear priorities, useful numbers, and a short list of actions you can begin now.
Small steps count.
01
A private conversation about your goals and pressures.
02
A plan built around your income, obligations, and timing.
03
Follow-up support as your family and priorities change.
Our local commitment
Rooted in Providence, committed to Rhode Island
Money questions come into schools, libraries, neighbourhood groups, and family conversations. We meet people where those conversations happen.
Our team works with local schools, libraries, and non-profit organisations on financial literacy workshops and community education. Sessions cover budgeting, credit, banking basics, and planning for a changing income.
Local work matters.
Community workshops
Clear lessons designed for real household decisions.
Responsive support
Bilingual conversations and respect for different financial customs.
What guides us
Advice should belong to the household receiving it
We do not sell investment products or earn commissions from recommendations. That keeps the conversation focused on your objectives, your comfort with risk, and your available choices.
Our support includes families starting over, workers with variable income, first-time homebuyers, and people preparing for retirement.
Every plan starts with listening.
Meet the people behind the guidance
A financial counseling team that listens first
You will work with a person who can explain the numbers and understand the life around them.
Bilingual support is available for clients who prefer English or Spanish.
Lolieta Ddl
Accredited Financial Counselor
Lolieta helps individuals and families organise monthly cash flow, reduce debt pressure, and prepare for retirement. Her sessions are structured, patient, and grounded in the numbers clients bring.
Focus: family financial planning
Yambay Muthalagu
Financial Counselor and Planning Specialist
Yambay works with first-time homebuyers, self-employed clients, and households balancing changing income. He brings a practical Rhode Island perspective to each plan and offers bilingual support.
Focus: budgeting and housing planning
The right fit matters. Tell us what you need help with and we will explain how our process works.
Meet with our teamA practical next step
Experience judgment-free financial counseling
Bring the questions you have been putting off. We offer virtual and in-person consultations for individuals and families across Providence and Rhode Island.
You can start today.
54 Winsor Street, Providence, Rhode Island 02908
[email protected]