"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. 

OUR PROGRAMS INCLUDE:

WISE (In-Home) Banking

• Expense Tracking (Budgeting)
• Debt Elimination 
• Wealth Strategies (Pay Yourself First)
• Life Insurance
• Retirement Planning
  • and more... 

WISE Investing

• Intro to the Stock Market
  • Choosing the correct Brokerage Account
  • Market Terminology (Lingo)
  • Contributions / Investment Strategies
    • and more...

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

Intro to the Stock Market and Trading in the Market focus 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 through our Intro to the Stock Market program. In this program we focus on topics such as stock market terminology, account types, contributions and the importance of investing (How, When and Why). 

Intermediate members are taught the fundamentals of trading and how to research & value a stock/company.       

Advanced members are taught a wide array of trade strategies 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!!!