Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Better Financial Counseling
The financial world can be complicated. Let us uncomplicate it.
Areas of Focus
- Budgeting
- Getting out of Debt
- Retirement Planning
- Saving
- Taxes
About Me
We are a network of personal financial counselors with a passion for helping others achieve their financial goals. We are all Accredited Financial Counselors (AFC®).While we are all trained professionals who will guide you as you progress towards goals, we are all different too. So you can choose one of us or we can choose for you. We work independently but collaborate to offer a well rounded scope of services and offer a variety of skilled assistance to our clients.
Professional Designations
- Accredited Financial Counselor (AFC)
Affiliations
- AFCPE
Meeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
- Online Courses
- Webinars
What to expect in the first meeting
Initial consultations take 15-30 minutes and are done free of charge. Generally conducted via phone, these meetings are designed to see if both parties are a good fit and are casual with no preparation needed.Offers Tax Preparation
Yes
About our Firm
We are a network of independent Accredited Financial Counselors who can help you with your money journey.Languages
- English
Hobbies and Interests
- Animals
- Basketball
- Beach
- Board Games
- Camping
- Church
- Cooking
- Eating Out
- Entertaining
- Exercising
- Family
- Football
- Gardening
- Movies
- Music
- Reading
- Relaxing
- Sports
- Traveling
- Volunteering
- Walking
- Working Out
- Writing
- Yoga
Who We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- College Graduates
- College Students
- Couples
- Divorce
- Dual Income Family
- Expats
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Immigrants
- Intergenerational Families
- Investors
- LGBTQ
- Living in Retirement
- Military
- Muslim
- Newly Engaged / Newlywed
- Parents
- Real Estate Investors
- Remote Workers
- Single Women
- Special Needs
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
Write a Review
By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.
There are no reviews yet. Be the first one to write one.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
