As a young professor of personal and consumer management with a speciality in family finance, Jeff Wallace has helped hundreds of people to gain hope and freedom by following a sound family finance strategy. Jeff will meet with you as a couple if you are married, or personally if you are single, and help guide you through the process of uniting on a family finance philosophy and strategy. You will learn how to organize your financial situation, how to destroy debt and stay out of debt forever, how to build a financial reserve appropriate for your situation, discovering your investing styles, how to prepare for emergencies, and more. The strategy consists of 10 phases of family financial freedom. Each family or individual will be coached on how to apply their financial situation through each phase. Jeff does not sell any financial products nor investments, is not an accountant, and is not an attorney
Services can be provided in person or through video conferencing.
Call for a free assessment and quote.
The financial coaching provided is offered with the understanding that Jeff provides family finance education, and is not engaged in rendering accounting, legal, or other professional advice. Families are additionally encouraged so seek the services of competant professionals.