Wealth Building Series

You are ALREADY Wealthy. Financial Wealth begins with mindset to manage money. A client came to us with credit card DEBT. We showed the client how to reduce the interest rate by 15% using their own funds to eliminate DEBT.

Building confidence. Building management muscle.

Start your journey with a system. Discipline is a routine of day in and day out WORK. Money management skills require WORK. The WORK builds discipline. Financial Success lies in our ability to discipline ourselves for a marathon not a sprint by providing accountability to help clients REACH their wealth building goals. The required textbooks are The Finish Rich workbook by David Bach and Get Good with Money by Tiffany Aliche . There is pre-work to organize finances and set financial net-worth goals. Payments are accepted via Cash App at $WealthBuildingSeries and installment plans with Quickfee

Services

Good Health. Good Wealth. Good Life.

GOAL SETTING

Our experience shows that the most successful clients start with a financial goal. The point is not about the money but what the money affords. What is your lifestyle goal?

BUDGETING

We practice the latte Factor method of budgeting by David Bach. Discipline is found in the daily habits of ONLY spending allocated amounts. The sacrifice is WORTH IT!

STRATEGY

There is MORE money out here for those who want it. We partner with accountants, lawyers, REALTORS and credit consultants to MOVE money into INVESTMENT portfolios. We increased a clients' revenue by 20% by completing annual tax filing.

NETWORKING.

WBS roots began in 2007 with networking. WE need each other to build WEALTH.

The Blog

Wealth building begins with a positive mindset. YOU are already wealthy.

Education: Is College Worth it?

May 7, 2021 · education,mindset

Business is viewed as exchange of money for goods and services. We view the exchanges in terms of benefits. The financial benefits can be profits, break even or losses. Unfortunately, many business transactions come in the form of learning curves. Those learning curves are usually losses but...

Education: The Rotten Tree

May 1, 2021 · education

I'm taking a moment to write about the profound, heartfelt commentary from Trevor Noah on the painful, double standard treatment of American policing regarding black people. If you haven't had a chance to watch the video, before reading anymore of my opinion here, please watch - https://www...

Community Banking Solutions

March 15, 2021 · mindset

My 2nd company taught me that business is feast or famine. Smart businesses use banks as financial partners to survive the famine cycle of business. Unfortunately, during my 14 years of owning Newman Networks, I didn't implement the process of putting myself on payroll. I assumed that I needed to...

Shop Now

COMING SOON!

Contact Us

Start your journey to a wealthier life by getting financially ORGANIZED.

933 Montgomery Avenue #1008
Penn Valley, PA 19072

Monday - Friday 10am - 4pm

202-670-0797

nicole@wealth-building-series.com

Name

Email

Phone

Message

SUBMIT