Why we do what we do…

At the heart of our approach is personalized financial counseling that allows you to bring their entire self to the process. We probe your money behaviors and money stories to understand how you think about and interact with money. We collaborate to create actionable plans aligned with your values and goals.

Tackling your finances can be stressful, especially when there is not enough income to cover expenses. Your sessions focus on practical strategies for earning, saving, spending, investing, debt management and longer term planning, giving you the tools to build confidence in your financial decisions.

Finally, we believe that families who focus on saving over time, pass along this mindset and behavior to their children. This is why we believe that counseling should include parents and children and we offer child appropriate resources to assist with this. Genwealth seeks to increase generational wealth but ALSO help every generation of worker achieve their financial goals.

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, 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 to guide others through the types of financial challenges that she experienced. As a financial counselor, Maxine brings empathy, patience and joy to each encounter.

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Logo of the National Association of Certified Credit Counselors featuring a circular emblem with a laurel wreath and the organization's initials, alongside the organization's name and tagline 'Build Knowledge. Create Confidence.'
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Our Process…

Financial Assessment

We start with a holistic view of your entire financial life to determine your current financial picture. This is the jumping point for us to build a plan based on your values. If you are asking yourself, why am I living paycheck to paycheck, this helps us determine why.

Goal Setting

We work to uncover your underlying feelings about money with the intent of uncovering any behaviors that may derail your success. Based on what YOU determine are the most important things you want your money to do, we set SMART goals that will help you stay on track.

The Game Plan

We work together on the tangible plan that covers all the elements of your goals so that you can start executing on specific activities that work towards your ultimate goal for your money. This is the starting point….not the final chapter.