Consulting Services

While we focus on clients who are single* we are committed to having a positive impact on our community. We work with nonprofits to provide financial counseling, financial literacy and money management training for staff and various stakeholders. We believe everyone, regardless of income, should have the opportunity to realize their financial goals and we are here to help.

*never married, widowed, divorced, separated, with or without children

Money Management

  • Income &Taxes

  • Saving Strategies

  • Consumer Credit and Consumer Lending

  • Budget and Spending Management

  • Debt Management

Stacks of US dollar bills, mostly $100 bills, in black and white.

Income and Asset Protection

  • Health Insurance

  • Property Insurance

  • Life/Disability Insurance

  • Identity Protection

Black and white photo of a vintage car model, a magnifying glass, legal documents with the word 'Insurance Policy', and US dollar bills.

Retirement Planning

  • Investing Fundamentals

  • Basic Retirement and Estate Planning

  • Real Estate Financing Education

  • Social Security and Medicaid Review

Line graph on a computer screen showing fluctuating data points throughout the day.

Genwealth Consulting Fees

A person holding a smartphone showing the Google Pay app with a Mastercard credit card on the screen.

Accepted Payment Methods:

Venmo logo with the word 'Venmo' in blue letters on a black background.
The word 'zelle' in purple font with a black background.

We offer two payment plan options for clients:

Hourly Rate: $110.00

OR

3 Scheduled Appointments*: $300 (Total)

*Appointments must be prepaid, scheduled and completed within 3 months. Additional sessions will be $100/hour upon completion of 3 sessions. Appointments typically last an hour.

Group Rates are available.

Contact us to discuss your requirements. We are happy to support group trainings in person and remotely.

A diverse group of six people sitting around a white conference table in a modern office, working on laptops and having a meeting. Post-it notes are on the wall, and a computer monitor displays an email inbox.