Wonder Wealth LLC

My purpose is to help travel loving young families and professionals (in San Diego and nationwide) find balance between living for an epic life today while still making smart financial moves for tomorrow. It’s about finding ways to do MORE of what you love (i.e. travel, work-life balance, buy a home, etc) in an intentional way that doesn’t negatively impact your future. My goal is to help you create a life vision that inspires you, then provide a financial road map with specific recommendations and next steps to help you get there. I operate virtually and can meet with people anywhere in the US.

IMPACT, it’s why I built my firm specifically around working with younger clients and the unique issues they face. The right money moves today can help lead you to a life full of options, not limitations. If you’ve felt concern around making financial decisions or managing your finances, check out my website and sign up for a free 30 minute introductory meeting, view my linked in page here.

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