wellness financial
Personal & Business Financial Wellness Solutions
Book Your Free Consultation Today!
Book Your Free Consultation Today!
MS Accounting & MA Executive Leadership
- Accredited Financial Counselor® (AFC)
- Certified Financial Education Instructor®
- Enrolled Agent (EA) 120821
- Licensed Insurance Agent (CA) 0M65314
- Licensed Real Estate Agent (CA) DRE 02075665
- Mortgage Loan Originator NMLS 249596
- Notary Public (CA)
I have earned my financial credentials from state and federal boards and agencies. I comply with the Financial Coaching Standards & Code of Conduct and follow the FTC Safeguard Rules to ensure that all your information is secure.
At Wellness Financial, we take a client-centered approach to your personal finances. We work closely with our clients to gain a deep understanding of their unique needs and goals, and we develop customized solutions that meet their specific needs.
AA Real Estate & AA Psychology
- Accredited Financial Counselor® (candidate)
- Certified Financial Education Instructor ®
- CTEC Registered Tax Preparer (CA) A290954
- Licensed REALTOR® (CA) DRE 02149323
- Legal Document Assistant (CA) LDA24-41
- Notary Public (CA)
I have earned my financial credentials from state and federal boards and agencies. I comply with the Financial Coaching Standards & Code of Conduct and follow the FTC Safeguard Rules to ensure that all your information is secure.
At Wellness Financial, we have made it our mission to give support to others who need help with their finances. I want to be that person who helps them work toward their financial and lifestyle goals. I’m a living example that there is hope – and it’s my calling to help you work toward greater financial wellness, so you can live the life you desire and gain the sense of security you deserve.
Money has powerful impact on most areas of our lives – from our relationships and the ability to afford life experiences, to our security and, yes, even our happiness. Our money situation is the key to achieving financial security and living our desired lives.
Yet most of us don’t have easy access to personal support and guidance when it comes to making important financial decisions. We’re unsure how best to work toward greater financial wellness.
As Certified Personal Financial Wellness Consultants & Educators, helping you strengthen your financial position is our primary goal. Together we will work on improving your financial situation by addressing your financial behaviors, empowering you with knowledge, offering guidance when you need it, and supporting you through each stage in the process.
Giving your staff or team access to the services of financial coaching professionals can help them feel supported as they work to resolve financial challenges and achieve greater financial strength.
Personal finance issues can increase your team’s stress levels, affect their productivity, and detract from the overall atmosphere. Proactively addressing employees’ financial concerns can improve their sense of well-being and transform your work environment.
Although our coaching programs are customized to your needs, each program shares the common goal of making a lasting difference in your employees’ lives. Some may feel an instant boost in their financial confidence; often a person’s stress can be reduced just by getting a few questions answered. Others may experience long-term benefits as they translate the coaching support into positive life action.
Looking for a dynamic speaker to elevate your event? Look no further! Our presentations on financial education and planning are not just informative, but also engaging and inspiring.
As Certified Personal Financial Wellness Consultants & Educators, helping you strengthen your financial position is our primary goal.
Together we will work on improving your financial situation by addressing your financial behaviors, empowering you with knowledge, offering guidance when you need it, and supporting you through each stage in the process.
Let us help you educate your audience and empower them to take control of their financial future. Book our speaking services now!