Consulting Services

While we focus on clients who are single, and may or may not have children, we love educating younger clients (8 to 18). We also work with not for profits to provide financial counseling, financial literacy and money management strategies for staff and various stakeholders.  

Money Management

  • Income &Taxes

  • Saving Strategies

  • Consumer Credit and Consumer Lending

  • Budget and Spending Management

  • Debt Management

  • Major Purchase Planning

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Income and Asset Protection

Health Insurance

Property Insurance

Life/Disability Insurance

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Investments

  • Investing Fundamentals

  • Retirement and Estate Planning

  • Real Estate Financing Education

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Gewealth Consulting Fees

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Accepted Payment Methods:

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2 Payment Plan Options for Clients

Hourly Rate: $110.00

OR

3 Scheduled Sessions*: $300 (Total)

*Sessions must be prepaid, scheduled and completed within 3 months. Subsequent sessions will be $100/hour upon completion of 3 sessions. Sessions typically last an hour.

Group Rates are available.

Contact us to discuss your requirements. We are happy to support group trainings in person and remotely.

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