Take control of your finances with guidance from a CFP® professional

A Financial Health Check is a personalized plan to help you finally understand where your money is going and how to achieve your goals.

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Founder's Note ✍️

Over 16 million U.S. households with incomes over $75k are estimated to be living paycheck-to-paycheck¹.Yes — while there are plenty of people earning a solid income, many of these people feel financially stretched and unable to get ahead despite their higher earnings…Because many higher-income earners face the same money challenges:1. Rising costs eating into savings
2. Multiple debt payments pulling in different directions
3. Not enough time to actually manage their financesThat's why I created Money Wisdom - to help hard-working professionals like you take control of your money. Because working with a CFP® professional nearly doubles your chances of feeling financially secure².

Benjamin Daniel, CFP®
Founder, Money Wisdom

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Book a quick call (20-minutes) & we'll see if a Financial Health Check is right for you (the calendar below may take a brief moment to populate):

— OR —

If you're already set to get started, you can purchase your Financial Health Check here now.

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Discover the Costs of Poor Money Habits

Are you tired of feeling like you’re living paycheck-to-paycheck, struggling to save, or drowning in debt?Consider: What if your current lifestyle continues? 🤔🔸 Endless anxiety about financial decisions🔸 Uncertain whether you're on the right track🔸 High-interest debt consuming your earnings🔸 Wasted opportunities for financial growth🔸 Savings goals feeling impossible to reach🔸 Feeling unprepared for retirement🔸 Fear of financial emergenciesYou're not alone—and you don't have to stay stuck...

Transform Your Relationship with Money

Imagine: With expert guidance, achieve financial peace of mind 🙂The Financial Health Check is designed specifically for higher earners ($85k+ in income) who want clarity, control, & confidence in their financial lives.With the guidance of a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), your personalized Financial Health Check will provide you with a comprehensive analysis of your finances and a clear roadmap to achieve your goals.🔹 Personalized financial insights tailored to your unique situation🔹 Clear strategies for relieving debt stress🔹 Actionable steps to build your savingsWhether it’s tackling high-interest debt, building an emergency fund, or creating a sustainable spending & savings plan, your personalized Financial Health Check will help you take the guesswork out of managing your money.

What's Included in a Financial Health Check? 📊

Your Financial Health Check is a personalized assessment covering:Strengths & Weaknesses: Understand where you stand financially across your assets, liabilities, income, spending, & savingsDebt Payoff Strategy: Get a customized plan to eliminate any high-interest debt faster and save money in the processEmergency Fund Planning: Learn how to build (or continue building) a financial safety net for unexpected expensesSavings & Spending Review: Gain insights into where your money is going and how to align your spending with your savings goalsGet Your Biggest Money Questions Answered: Ask your top money questions, get actionable insights, & feel empowered to make smarter financial decisions

What You Can Achieve 🙌

Clarity & Confidence 🙂: Understand your financial picture and take control of your money with a clear planDebt Freedom 🙌: Reduce or eliminate high-interest debt that’s been weighing you downSavings Growth 🌱: Build a Stability Fund (Emergency Fund) and start saving for the future you deservePeace of Mind 🕊️: Say goodbye to financial anxiety and hello to smarter decision-making

FAQs (Frequently Asked Questions) ❔

1️⃣ Who is this for?This service is typically best for:✔️ Early to mid-career professionals ($85k+ in income)
✔️ People who want clarity on their finances & steps to take to improve
✔️ U.S.-based professionals looking for expert guidance2️⃣ What are your credentials?I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with 15+ years in the financial industry, the last 5+ years focusing on financial planning for individuals.I’ve also passed all three CFA® exams, which provides a deep understanding of investments. (Note: this service focuses on financial planning & general investing education, not investment advice).Finally, I have been featured in U.S. News & World Report, Yahoo! Finance, and MSN Money.3️⃣ What do I need to provide for the Financial Health Check?I'll ask for a few key details (worksheets are provided):📊 Net Worth Template – A snapshot of what you own and what you owe
💰 Income & Spending Template – A high-level breakdown of your income & expenses
🔍 A few quick questions – Like what you do for work and your biggest money questionThat’s it—just the essentials to ensure your Financial Health Check is as relevant and valuable as possible.4️⃣ How is my information kept secure?Security is a top priority. Here’s how your data stays protected:🔒 Encrypted File Storage – All documents are shared securely using encrypted cloud storage.
🛡️ Confidentiality – Your personal financial data will never be shared or used beyond the scope of your engagement.
🚫 No Third-Party Access – Only I will have access to the information you provide.5️⃣ Will you manage my investments or sell me anything?No, I don’t manage investments or sell financial products.Your Financial Health Check will provide you with analysis, guidance, and action steps based on your current financial situation.There’s no upsell, no ongoing commitment, and no sales pitch—just clear, objective financial feedback.6️⃣ How do I know if this will be valuable for me?If you’ve ever thought:• “I make good money, but I don’t feel like I’m getting ahead.”
• “I need a better plan for my savings, debt, and financial goals.”
• “I want financial clarity, but I don’t have time to figure it out alone.”Then this Financial Health Check is for you.It’s designed to give you clarity, confidence, and actionable next steps in an easy-to-understand format.

3 Easy Steps

"The secret to getting ahead is getting started."
— Mark Twain1️⃣ Book an Intro Call (Free) 👇 to see if you are a good fit for a Financial Health Check 📊2️⃣ If we mutually agree to go forward, you'll provide some key details to make your Financial Health Check is as relevant and valuable as possible. From there, a CERTIFIED FINANCIAL PLANNER™ professional will prepare your Financial Health Check3️⃣ Get your Financial Health Check 📊 & take control of your financial future! 🏆

Book an Intro Call (Free) 👇

Book a quick call (20-minutes) & we'll see if a Financial Health Check is right for you (the calendar below may take a brief moment to populate):

— OR —

If you're already set to get started, you can purchase your Financial Health Check here now.

• Purchase Now