Sacramento / California / United States
We are here to help you take stock of where you are, walk you through some action steps, and watch you become empowered to focus on your financial goals. Money Wise Advisors offers a variety of services to individual clients and workshops for groups. We begin with a complimentary 30 minute consultation to discuss your circumstances confidentially. We analyze your current financial situation, and develop achievable goals and a time frame for action. Once we find an agreement, we’ll begin a comprehensive three month progression to assess where you are now, and create a customized personal plan to set goals and make positive changes drawing on your strengths.
