Consulting Services

In addition to individual clients, we work with local business owners and not for profit entities to provide financial counseling, financial literacy and money management strategies for staff and various stakeholders.  

Money Management

  • Income &Taxes

  • Saving Strategies

  • Consumer Credit and Consumer Lending

  • Budget and Spending Management

  • Debt Management

  • Major Purchase Planning

Income and Asset Protection

Health Insurance

Property Insurance

Life/Disability Insurance

Investments

  • Investing Fundamentals

  • Retirement and Estate Planning

  • Real Estate Financing Education

We offer a tailored, advisory service to help you assess your current financial condition and set achievable goals while addressing current financial stressors.  We understand what you are going through and our commitment to you is patience, professionalism, honest feedback and on-going support.  

Accepted Payment Methods:

Genwealth Consulting Fees:

2 Payment Plans for Clients

Hourly Rate: $95.00

3 Scheduled Sessions*: $225 (Total)

*Sessions must be prepaid, scheduled and completed with 6 months. Subsequent sessions will be $75/hour upon completion of 3 sessions.

Genwealth Consulting Offers Group Rate.

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