When we look at the data, the numbers are astounding…


Did you know that nearly 78% of Americans are living paycheck to paycheck? That means over ¾ of the people in our country are barely able to keep their heads above water. And these problems are affecting people across every socio-economic level.

We know everyone's financial situation is different, but the path to financial freedom isn't. Getting on track is just a matter of having a plan and being committed to the process. However, you need the right strategy and someone who can support you along the way.


We're not Financial Advisors, nor are we Financial Planners. Our approach focuses on teaching and accountability in working out a long-term plan. We offer our clients real, objective financial advice because sales goals or commission payouts don't influence our recommendations.


As Financial Coaches, once we identify the unfavorable habits causing you to struggle, we'll help you create and execute your WiseMoney Plan that way you can replace unwanted behaviors and reach your goals quicker.

Traveler young man standing in the summer mountains at sunset and enjoying view of nature. Image with instagram color

We believe your financial situation shouldn't keep you from living the life you were called to live. We know what it feels like to be controlled by your finances. If your financial situation is making you feel stuck or there's a pending financial crisis hanging over your head, then please don't hesitate to reach out. You shouldn't have to struggle… You shouldn't have to do this on your own… We can help no matter where you are on this journey. We hope to talk to you soon!




Alan & Shiela Bernardo