Financial Education Resources
Stock Market Performance
Stock performance is the measurement of a stock's ability to increase or decrease the wealth of its shareholders. Click to see the current market performance.
Market WatchRetirement Planner
Saving for retirement may be more critical now than ever, considering the challenging times and the economic uncertainty we live in. Are you prepared?
Retirement CalculatorFinancial Literacy Dictionary
This glossary contains terms you may find useful to improve your financial literacy.
Educate YourselfTailored Client Program Options
We provide several customizable client programs to fit your financial goals and time availability. Each of the programs begins with a free 30 minute "Earn Your Trust" phone consultation to discuss which program option may be right for you. Discussing your personal finances or knowing where to start in order to improve your financial situation can sometimes be difficult to do alone. Protecting our clients information very important and personal information is kept confidential.
Program Option # 1- The Intro Plan
This is our introductory plan, that allows you to customize your financial learning through one or more 1:1 sessions. This is a perfect option if you want to learn more about a specific topic or need a jump start on how to improve your financial literacy..
Program Option # 2- The Accountability Plan
This is a 1-3 months commitment plan that begins with an in-depth understanding of your short and long term financial goals. It will incorporate a blend of self-paced research and Coach led discussions. We'll work together to capture the details of your past and present financial status, in order to develop a customized program tailored to your goals and lifestyle.
Program Option # 3- The Behavioral Change Plan
This is a 3-4 month commitment plan is designed to teach the psychology of emotions and finances in order to make long term behavioral changes. You will go through additional self-paced research and Coach led topics offered in The Accountability Plan. You will also have the option of the accountability check-ins after the completion of your plan to help ensure you remain accountable to your goals.Client Success Testimonials
We take pride in our Coach-Client relationships. Here's what some of our clients had to say about their experience!
"After working with Behavioral Wealth Consulting, I was able to find ways to save extra money for my family vacation without having to add credit card debt."
Manager of Business & Development
"Thanks to Behavioral Wealth Consulting, I was able to pay down my car loan much faster than I thought!"
Master Jeweler