Personal Finance

Personal Finance Management is an in-depth look into how your money works and how to make it grow.  We help to develop and maintain a successful relationship with your money while eliminating debt and building sustainable wealth.

At Wealthidian, we work with you to determine where your money is going by assessing your spending, create a plan to pay down debt, develop a savings strategy to maintain a personal emergency fund, and discover how to reach your personal financial goals.

We measure your progress through regular reporting and meetings that provide you with a clear vision of your personal finance situation. Advisor meetings guarantee that you are prepared for any changes in your life including your employment, marital status, or a new addition to your family.

Our primary areas of focus are:

  • Credit Counseling
  • Debt & Income Management
  • Education Planning
  • Estate Planning
  • Real Estate
  • Retirement Planning
  • Personal Tax Planning