Agapephilia Finances

Getting prepared for retirement is more than just wondering if you have saved enough money. A new adventurous life is awaiting you. Think of us as your retirement consultants. We will provide guidance on your financial resources as well as give you insights on how to create a new retired life, one that fulfills your passions. And as you live that life, we can assist you in preserving your stories, memories, and values for future generations. You may not be able to eliminate all the financial worries of retirement but you can free yourself from constant fear and anxiety by having a clearer understanding of your income needs and taking an inventory of all your resources. Minimizing financial angst can enable you to experience a more fulfilling life in retirement. Retirement can be a time of rejuvenation and renewal. A time to wake up the ideas, thoughts, and aspirations you have been considering. A time to explore the “what ifs” that have been percolating in your brain. Don’t think of it as retirement but more as a time of reinvention, retooling, and reimagining. It’s time to spark a fire and come alive.

HistoryWealthwise Coaching was started in 2019 with the mission to empower clients to achieve their goals!SpecialtiesPartner with a Certified Public Accountant [CPA] with 17+ years' experience to achieve your goals! Confidential, convenient live-video sessions with screen share. Coaching Specialties Include: Wealth Accumulation Strategy Goal Planning College Planning Debt Reduction Retirement Planning Transition Design - i.e Divorce, Career Change Accountability Review Small Business Start-up Consulting