"Financial freedom is available to those who learn about it and work for it."

WISE Financial is a financial coaching community that focuses on the education and implementation of financial literacy. Instructor led programs such as WISE (In-Home) Banking and WISE Investing provide tools and resources to accomplish your financial goals and objectives.       

We Inspire Success Everyday (WISE) 

Our objective is to inspire a community of investors with a goal to generate a community of wealth builders. 

"Implementing sustainable financial strategies"

OUR PROGRAMS INCLUDE:

 WISE (In-Home) Banking 

• Budgeting - Income and Expense tracking via an active budget
• Debt Elimination - Strategies & Considerations
• Wealth Strategies - Pay Yourself First!!! 
• Life Insurance 
  • Term Life (Convertible Term)
  • Whole Life (Cash Value)
• Retirement Planning
  • and more... 

WISE Investing (Invest & Grow Your Money)!

• Intro to the Stock Market 
  • Choosing the correct Brokerage Account(s)
  • Market Terminology (Lingo) 
  • Long-term (Contribution & Investment Strategies)
  • Wealth Building (Generational Wealth)
  • Taxes 
    • and more... 

• Trading in the Market 
  • Trade Styles & Strategies
  • Options Trading
  • Stock Picks 
  • Tax Implication(s) 
    • and more...  

Intro to the Stock Market and Trading in the Market focuses on an array of fundamentals and strategies to educate and equip investors of ALL levels (beginner, intermediate and advanced).  

Community members are taught the fundamentals of investing as well as selecting the correct account(s); stock market terminology; funding your account(s); how to research and value a stock/company; taxes and much more. 

You’ll also learn the importance of investing (What, When, Why & How).  

Intermediate members are taught strategies that refine your knowledge and skills beyond the fundamentals of investing (buying and selling stocks). We develop a more sophisticated approach to the market and work towards becoming a consistently profitable trader.  

Advanced members are taught a wide array of trade strategies (Options Trading) as well as tax implications.

Lastly, become a member of our WISE KNOWledge Community 

The WISE KNOWledge Community includes: 

• WISE (1 on 1) sessions and monthly accountability check-ins 
• Membership to the WISE (KNOWledge) Book Club 
  • List of scholastic books and educational outlets 
• The WISE Network & Events
  • and much more... 

 Empower Your Financial Future!!!