One-on-One Consultations
Are you an individual who belives you make “good” money, however can never account for where it’s going?
Do you have that uncomfortable feeling that you are not doing enough to plan for your long term goals, namely retirement?
Most importantly do you often question your spending behaviors?
If you have answered “Yes” to any of these questions, then we need to meet One-on-One.
B.Wise Consultants’ One-on-One Consultations are designed to uncover the issues regarding your spending behavior and identify techniques and practical skills in creating a money management system that you can use successfully. We also address the need to prioritize your long and short term goals. The biggest challenge one faces in creating a financial plan is taking it “One Step at a Time,” often overlooking the need to create a strong and solid financial foundation.
If it’s speaking to you – let’s talk ...Click Here.
Portfolio Optimization
Do you have mutual funds, annuities or stocks and have absolutely no idea what they are or why you got them; or why you might want to change them?
Have you recently rolled over or enrolled in a 401k or pension and didn’t receive any direction; or still have questions about them?
Do you know if you are on track to achieve the long term golas you have set with these types of invesments?
Are you interested in purchasing an investment but don’t know where to start?
If any of these sound familiar, let’s sit down and talk...Click Here.
Financial Workshops
Would you like to participate in a study group or be a part of a workshop that addresses the basic financial needs of women? We uncover what mutual funds are, how they work and if they’re right for you. We also talk about a Living Trust and if you need one. A divorce is never easy, but we talk about what you do in case of one to ensure your financial protection with a peace of mind. We help answer, “How do I finally put myself first and ensure I have a safe financial future for myself?”
“Let’s face it ladies, these issues are REAL. Let’s Talk…Click Here.
Speaking Engagements
If an organization or group you’re invovled in would find value in having a seminar built around your audience needs to address the basic financial terms and successful strategies to gain financial independence and a financial legacy, I would like to work with you to develop the seminar. Click Here.
Financial Study Group
Would you like to work with like minded individuals who are interested in taking proactive steps in accomplishing their goals financially?
Are you an individual who likes to read and find the information, but would like some direction and most importantly have an accountability partner that ensures you execute on your plan? The this study group is for You.
Come be apart of active minded indivuals who have interest in taking a procative approach in their financial sitiution, by reading and studying terms, strategies and techinques offered by experts in this field. At the end of the course you will be able to determine what plan is best suited for you.
If you have interest please contact me: nikki@bwiseconsultants.com or Click Here