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Let's Talk About Money

I want to help encourage people to challenge their beliefs about money and their power to make a meaningful impact. And to provide options to help make informed decisions about their money in order to create a better future for themselves, their families, and their communities.

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Cash Savings

Credit Card Debt

Retirement Accounts

44% of Americans would not be able to cover a $1,000 emergency with cash savings.

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Source: Bankrate

Overall Consumer Credit Card Debt in U.S.: $756 Billion.

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Source: Experian

In 2019, only 50% of households owned retirement accounts. Of those that did, Millennials had a median balance of: $13,000.

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Source: NerdWallet

Services

I help my clients gain confidence in managing their finances, learning more about investing, and teaching others how to be money smart. 

Meet Wendy

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I am a former, fully-licensed, fiduciary financial advisor and Certified Divorce Financial Analyst, I worked with individuals, families, and business owners to help them make more educated decisions about their finances. Using that background, I now consult with individuals through my own business to help bring a fresh perspective to people dealing with financial stress in their lives.

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