FINANCIAL SERVICES
We offer a variety of services that can be tailored to fit your financial
planning needs.
FINANCIAL SERVICES
We offer a variety of services that can be tailored to fit your financial
planning needs.
We believe in building a strong financial foundation. There are steps that must be taken in the beginning of the financial planning process that can lead you to your desired financial outcome. Without proper planning, it will be impossible to achieve your financial goals.
OUR SERVICES
We believe that the foundation of any financial plan begins with preparation and you have to be prepared to cover your basic and necessary expenses. With our budget planning strategies, we can ensure that you have a plan to keep you on track with managing your finances.
During the Budget Planning process, we will help you to:
We believe that the foundation of any financial plan begins with preparation and you have to be prepared to cover your basic and necessary expenses. With our budget planning strategies, we can ensure that you have a plan to keep you on track with managing your finances.
During the Budget Planning process, we will help you to:
Tracking cash flow is essential to the financial planning process. We will help you properly account for inflows and outflows so that you can better allocate your resources. During the cash flow management process, we will advise you how to implement strategies to stay on top of your cash flow.
Bad debt and credit can be detrimental to the success of a financial plan. It is important to manage credit and debt so that they will not negatively impact your finances. We will give you strategies to eliminate debt and improve credit. We will also educate you on how to properly use debt and credit to your advantage.
Bad debt and credit can be detrimental to the success of a financial plan. It is important to manage credit and debt so that they will not negatively impact your finances. We will give you strategies to eliminate debt and improve credit. We will also educate you on how to properly use debt and credit to your advantage.
Setting financial goals will give you a clear picture of where you would like to be financially. Once you set a specific goal whether it be the purchase of a new home or preparing for retirement, you will need to implement a plan to reach that goal. We can help you to prioritize your goals and create a strategy to accomplish your goals in a specific timeframe.
Financial education is essential to your financial success. Our firm hosts educational webinars and seminars on financial education and literacy. The seminars provide participants with discussions on debt and credit management, insurance, investment and retirement planning, estate and tax planning, and general educational financial topics.
Financial education is essential to your financial success. Our firm hosts educational webinars and seminars on financial education and literacy. The seminars provide participants with discussions on debt and credit management, insurance, investment and retirement planning, estate and tax planning, and general educational financial topics.
If you are a new business owner or plan to start a new business, it is essential to have a strategic business plan. You need to write out your vision, purpose and mission, but most importantly, you need to make sure your personal finances are in order. We can help you create a strategic plan for your business goals from preparing financially to launch your business to planning an exit strategy from working a job to becoming a full-time self-employed business owner.
Contact us today to schedule a call for a free consultation.
We welcome the opportunity to provide you with our customized financial services.
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938 E. Swan Creek Road, Ste 730
Fort Washington, MD 20744
Phone : 240-252-3232
Fax : 240-252-3228
Email : info@wisefinco.com
Founder & President, Senior Financial Counselor
Andrea has always had a passion for financial services. Her very first position in financial services was working as a bank teller during her junior and senior year of college. She continued her career with an investment consulting firm shortly after graduating from the University of Maryland, College Park with a BS in Finance and International Business.
Do you have more month than you have money? Are you robbing Peter to pay Paul? ...Do you feel like you have a hole in your pocket? If you can answer yes to any of those questions you need help with money management! So call Wise Financial Counsel to schedule a consultation ASAP!
Money management is how you handle all of your finances from budgeting, saving ...and investing, to setting goals. It is important to learn how to manage your money so you can set yourself up for financial success. And Wise Financial Counsel is here to help!