Wealth-Source Financial
Welcome to Wealth-Source Financial.
When you work with Wealth-Source, you work with a professional who is a Fee-Only, Fiduciary, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Financial Behavior Specialist (FBS®). This means that you work with an adviser that doesn’t sell financial products with hidden fees and you partner with a professional who applies her coaching skills to help you stay on your personal goals map.
Whether you are a first-generation professional making more than your parents together or you come from generational wealth, managing money according to your personal values is not easy. Add to it any career changes, a new family or new responsibilities for your elderly parents and it may become overwhelming. You could be 30, 50 or 70 and starting a new cycle in life. You want to gain clarity and confidence in your choices. I can help you find the right decision FOR YOU. Together we can trace your personal map and make adjustments for you as life changes.
As a fiduciary, and life coaching professional, I will help you find a values-centered relationship with your finances so you can have peace of mind around your money and you can focus on your personal and professional life.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.