Welcome
WealthWise Financial Consultants Financial Coaching with a Personal Touch!
Let's plan your brighter future!
Let's plan your brighter future!
We will start by Defining Your Goals by documenting your goals and then comparing them to your current portfolio. We will Make Your Goals Specific, Measurable, Achievable, Relevant, and Time-Bound (SMART)I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. Together we will Prioritize Your Goals, Create a Budget, Track Your Expenses and Reduce Debt which is very important to have a strong financial future. Building an Emergency Fund, Saving and Investing, Automate Savings and Investments, Review and Adjusting is the beginning of guiding you to a brighter future. Working together you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I’m passionate about helping both families and individuals Set Clear Goals, Create a Realistic Budget, Prioritize Savings, Invest Wisely, Manage Debt Responsibly, Continuously Educate Yourself, Helping you Living Within Your Means, Plan for Retirement, Stay Disciplined and Resilient, and continue getting professional advise and guidance. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I will use proven strategies and tips designed to meet your risk tolerance and hedge against market volatility. Your financial future is a journey not a destination, it continues your whole life so being a very educated and smart will help you to be financial free. Financial stability is like a puzzle when you find the right pieces and they fit together you will be able to see your achievements and hard work come together.
My name is Henry Thompson, I'm a financial coach, credit consultant, and real estate agent. My ultimate goal is to help families and individuals plan for the future and be able to get into a home. Since 2017, I've been helping families and individuals build a brighter financial future and plan for the retirement they want. I'm married to Lisa, I have 5 grown kids, 8 grandkids, and 3 dogs. I dedicate myself to devoting all my time and efforts to help you achieve your goals.
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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