MoneyWISE Financial
Financial Services - Atlanta, Georgia, United States
MoneyWISE Financial Employees
MoneyWISE Financial Senior Management
MoneyWISE Financial Details
MoneyWISE was created to help people "Dream Courageously & Plan Intentionally". Our focus is to bring financial competency to the consumer through strategic partnerships in the education, corporate, and church environment. MoneyWISE is led by a 16-year financial licensed veteran, who has worked with both consumers and businesses in both the banking and financial planning industries. Our corporate planning solutions include: Employee Financial Wellness Program & Workshops. And, is a no to low cost solution for employers to add value to their employees financial lives, resulting in increased job performance. Our church planning solutions include: Stewardship & Generosity InitiativesFinancial Workshop SeriesCapital Funding InitiativesLegacy PlanningOur consumer one-on-one planning solutions include: Cash Flow PlanningDebt EliminationCredit RestorationInsurance - Life, Disability, & Long-Term Care (No annuity or investments advice will be given)MoneyWISE has developed onsite workshops on essential and relevant topics that will reduce financial stress, improve financial health, and position people to see their courageous dreams through intentional planning become a reality. These workshops, in partnership with strategic community partners) include, but are not limited to:Financial Planning 101Cash Flow PlanningDebt Consolidation & EliminationCredit (Consumer and Business)RetirementRisk (Insurance) PlanningHome Buyers New ParentsEstate/Will Elder Care/Long-Term Care/Special Needs CareLets talk about how we can partner with you to be a resource in these areas. For a no pressure - no obligation discussion, call Brandon at 404-290-0050 or email brandon@monthlybudgets.com
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