By providing financial planning, investment management, and insurance services, I help my clients build a financial strategy that makes them feel comfortable, confident, and gets them where they want to go.Whatever your financial goals are, I want to help you achieve them!
Categories: Accounting/Finance, Financial Planning
Let me help you by taking the stress away from keeping your books up-to-date and accurate. This will allow you more time to focus on running and growing your business so you can reach your business goals.
Categories: Accounting/Finance, Financial Planning
We teach people how money works. It’s a life skill that is not in school.
Financial illiteracy is the #1 economic crisis in the world affecting over 4.5 billion lives.
For that reason people make a lot of mistakes. Each of our financial educators provide a financial education
to one person, one family, one classroom, one organization, and one company at a time.
Categories: Education/Training, Entrepreneurship, Financial Planning, Personal Development
Wela is an Old English word that means prosperity. It is where our word for ‘wealth’ comes from; or also our word for ‘well’ as in “well done good and faithful servant”.
At Wela Financial, we help our clients pursue prosperity. Prosperity doesn’t just mean a big balance statement. It encompasses a life plan and fulfillment of that plan. We believe that we all have been given many blessings by God. These blessings include our talents, families, assets, incomes, passions, relationships and time. It is our goal to help our clients steward and use all of these blessings wisely.
We fulfill this through an ongoing planning process. We elicit from you, our clients, your dreams, goals, and plans by listening and asking great questions. We then help you build and manage and ultimately impact your world by providing you with solutions and tools that fit you. Plans will eventually evolve and change as we journey through life and reach new chapters and have new callings. At one time it might have been “help me build financial security” and now it might be “help me pass this on to others”. We desire to be there every step of the way.
Categories: Financial Planning
