Everyone has a money story.

We help you uncover your habits and attitudes around money.

At the heart of our approach is personalized financial counseling that allows you to bring your entire self to the process.

We probe your money behaviors and money stories to understand how you think about and interact with money.

We then collaborate to create actionable plans aligned with your values and goals.

From Stress to Strategy: Your Plan for Financial Clarity

Tackling your finances can be stressful, especially when it feels like there is never enough time or energy to build a sustainable plan.

Your sessions will focus on practical strategies that start with cash flow planning (income and expenses), long and short term saving, spending, investments, debt management and retirement planning.

We provide the tools you need to build confidence in your financial decisions.

We focus on and recognize the unique challenges faced by singles and single parents, and we’re here to help you build your emergency funds, figure out to save for college, pay off your college loans and save for your future self (retirement).

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

–Robert Kiyosakiote

Maxine Gordon-Williams, MS, AFC®

Maxine brings 30+ years of business acumen to her passion for helping people build lasting, generational wealth. Inspired by her journey as the daughter of West Indian immigrants, raised by a single mom, she started this company in 2022 to guide others through the types of financial challenges that she experienced. As an Accredited Financial Counselor (AFC®), Maxine has the education and experience needed to help clients successfully manage their money. Maxine brings empathy, patience and joy to each encounter.

Affiliations

Why Choose Genwealth

“Genwealth is a top notch financial group that assisted me with finally putting together a plan to pay off debt and move closer to financial security in preparation for retirement. With their assistance, my credit score is finally a few points shy of an EXCELLENT rating. My life was so busy and I kept putting off structuring a concrete financial plan, but once I reached out to Genwealth, they helped me understand that it wasn't difficult to get on the right track….. I am forever grateful for Maxine Gordon-Williams and her professionalism and patience.”

CEO, Non Profit Organization

  • "You can afford anything but not everything"

    Paula Pant, Host of the Afford Anything Podcast

  • "Consumerism is Consuming Us". How more is not making us happier.

    Unknown

  • "...Our primal brains are not wired to make smart money decisions. They are wired to survive in the moment, grab instant gratification, save nothing, and share everything."

    Dr Brad Klontz, The Psychology of Financial Planning

  • People who strongly value the pursuit of wealth and possessions report lower psychological well-being than those who are less concerned with such aims.

    Tim Kasser, The High Price of Materialism