Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Jacob Wade Money Coaching
Helping you Design a Life You Love (with the money you already have)
Areas of Focus
- Banking
- Budgeting
- Coaching
- Credit Cards
- Emergency Savings
- Family and Money
- Getting out of Debt
- Investing
- Prioritizing Money
- Saving
About Me
I’m Jacob Wade, and I gave up on the "American Dream". There’s nothing wrong with going to college, working hard, and build a life you LOVE, but I found out that the typical dreams of previous generations are now designed to keep you TRAPPED, and do not allow the Freedom to live life on your own terms. Through a decade of intentional saving, planning and choices, we realized that we could step off the highway of the typical American life, and jump on the road less traveled. I want to share the lessons we learned along the way, and show how YOU can build a Roadmap to Financial Freedom.Meeting Options
- Video Conference
- Phone
- Group Classes
- Online Courses
Compensation Methods
- Hourly Rate
- Package Offers
- Per Session
- Subscription
What to expect in the first meeting
For our 1:1 coaching clients, we offer a FREE 15-minute consultation to see which coaching option is the best fit. I will learn about you, your financial details, priorities, and goals, and discuss how to build a plan to achieve them!Awards and Honors
- Nominated: Plutus Awards - Best Current Events Content Related to Personal Finance
Languages
- English
Hobbies and Interests
- Traveling
Who We Serve
- College Graduates
- College Students
- Couples
- Gen Y / Millennials
- Newly Engaged / Newlywed
- Parents
- Single Women
- 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.
