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<b>About Wilson</b><b>About Wilson</b>
Filling the finance gap

About Wilson

Wilson has worked in the financial services industry for the last 15 years. During that time he noticed something that he couldn’t ignore any more.  He noticed that financial services is really good at helping wealthy people get wealthier but doesn’t focus on the 80% of the population that really needs help. 

While working for one of the largest global financial service companies he noticed that most people who called about their 401k plan wanted to withdraw money from their plan, not to put money in. Why? Because most people did not plan their finances properly.

As an introvert, there is one topic that gets Wilson to jump out of his shell, the topic of personal finance. How do we look at, how do we manage it, what isn’t being said about it that should be. 

Wilson has an MBA from Duke University Fuqua School of Business and is a financial coach and CFEI, Certified Financial Education Instructor by the National  Financial Educators Council. But what he is most known for is taking the complexity and frustration out of money management and making it simple enough that anyone can understand it and modify their behavior to keep it!

"Many of us are making the same mistakes as lotto winners, celebrities and athletes who go broke… we just do it with less zeros."

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graphic-dots-impact-yellowWE FOCUS ON FINANCIAL FOUNDATIONS

Our Five Pillars

01.

Positive Cash Flow
Back to the basics assigning a job for every dollar. Making sure the decisions for what comes in and goes out are made in advance

02.

Emergency Fund
The pandemic has taught us the importance of emergency savings. An emergency fund can be the difference between a financial inconvenience and a financial catastrophe.

03.

Eliminate High-Interest Debt
Compound interest should be earned, not paid. Be on the right side of compound interest by eliminating high-interest consumer debt.

04.

Build Solid Credit
Save thousands of dollars by understanding how credit works and how to build and maintain a high score.

05.

Insurance & Estate Planning
Regardless of the value of assets, protection from unexpected, but predictable risks are essential. Use financial and legal tools to protect invaluables – life, family, legacy.

Signature Presentation

Becoming the Chief Executive of Your Personal Finances

Millennials are facing more economic pressures and responsibilities than previous generations, with the rising costs of education, housing, and healthcare while wages stagnate.

At more than 83 million, millennials are now the largest generation in the U.S. workforce. Millennials are the most highly educated generation, but recent studies have shown that millennials consistently score the lowest levels on financial literacy.

Now, more than ever, it’s critical for millennials to take ownership of their financial futures! Our conversation will reveal more than just “how-to’s” and numbers, but also the proper context and the “why” in order to empower millennials to make informed financial decisions. With such a personal topic, it’s important for the conversation to be individualized, dynamic, relevant and fun. We will demonstrate how technology can help us manage our finances and mix lecture with interactive exercises and Q&A.

As a millennial, an MBA, a financial coach, a Certified Financial Education Instructor and having worked in the financial services industry for the last 14 years, Wilson is passionate about closing the financial literacy gap with millennials.

In this fun, entertaining and a-ha producing presentation you will walk away discovering:

  • How to recognize your negative self sabotaging behaviors that are keeping you from saving more money and how to replace them with positive behaviors without beating yourself up along the way.

  • The key habit in purchasing the items you really want without getting into debt to do so.

  • Demystifying the difference between income and wealth.

"Your bank statement can tell you what you value, A budget is simply a cash flow plan to put your money where your values are in advance. You want to spend the most on what you value the most and the least on what you value the least."

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