804-286-6135
info@financialwizdomllc.com
Financial WIZdom

At Financial Wizdom we pride ourselves in providing essential financial services/wizdom to our community at an AFFORDABLE rate

For a limited time only, we are charging half price if you leave a review

Flat Fee service= No biased information

$100 an hour. $50 an hour with a review!

Services

Basic Will and Islamic Will Creation

Tomorrow isn't promised. Save your loved ones time, money, and stress by creating a will. Let it be known how you want to distribute your assets, pets, and kids for when you pass away.

Credit Establishment

Learn the importance of credit, how it can help you save money, and how to improve your credit score. If you are new to credit, we can help you create a credit card and lead you in the right direction.

IRA setup

IRA's are one of the most important investment/retirement accounts. You can literally invest money and not  pay taxes on your gains. I can help you set up an IRA, and teach you everything you need to know about an IRA.

Intro To Investing

Are you scared to open up an investment account? Dont know where to start and feel overwhelmed? I can help you set up an investment account, teach the importance of investing, how to buy and sell stocks, and where to start.

Budget Creation

Create a budget to understand inflows/outflows of your money so that you can have realistic saving goals for retirement. We will also provide advice on how to save and make more money.

Start Your Side Hustle

Help you create your side hustle LLC for as low as $150 (not including our fee). What are you waiting for, start your dream today!

Intro to 401k and IRA

Learn about 401k/IRA, why they are important, and how to maximize both for retirement.

How to value a home

Learn how to value a home so that you don't overspend on a house and put yourself in a risky financial situation.

Resume Building

Help create a basic resume to assist with job searches.

Healthcare Power of Attorney Setup

Give someone else the power to make healthcare decisions on your behalf if you cannot do so yourself.

Finance Crashcourse

Learn important vocabulary, importance of investing, intro to stocks and realestate, retirement accounts, and how to set yourself up for success.

Intro To Realestate

How to buy your first home,  how to shop for a mortgage, why you need to invest in real-estate, and how to make money from real-estate.

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