03/31/2022
Dear friends, we are exited to let you know that we have opened a new Wallio Money Coaching office in Contra Costs County Concord, CA!
- How do we help people? We specialize in financial wellness and money coaching for regular families and develop and implement personal comprehensive financial plans for them based on our simple method - Today-Tomorrow-Future.
- How do we differ from ordinary financial planners? As regular surveys show, people with low and middle incomes are the most underserved segment of the population in terms of financial assistance. Most financial planners don't help with budgeting and getting out of debt, but mainly make money from portfolio and money management with those who have an above average income.
Our goal is to help regular families who are not able to pay a couple of thousand $$$ for a financial plan or a service.
If you have money-related issues, have conflicts in families due to financial problems, do not know how to start planning and at lest just want find out your budget - please contact us. You can send message on Yelp, call the number listed in yelp or PM me. We have a team of excellent professionals ready to help you.
FYI: We also work via Zoom, so you don't have to come to your office if you don't want to or just live far.
Below is a link to our office.
Contact us soon!
Specialties: At Wallio we specialize in simple, accessible, family-focused financial planning. Families with a proper financial plan have $1.2M more in retirement than families with no plan. You need a financial plan if you answer 'Yes' to any of these questions: Do you live paycheck to paycheck? Do...
