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 advisor 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.
Wealth-Source Financial的外部链接
US，CA，Oakland，94608
Principal Adviser and Founder at Wealth-Source Financial
Summer is the Time to Reassess - Mid-points are a great time to look back and see what worked or what needs to change. - Set financial plans at the beginning of the year may not have worked. Do you need to make changes to your budget? - What opportunities will the second half of the year provide to your finances and your confidence? Read more: https://lnkd.in/d29wqB8b