Wild One Wealth Information

Wild One Wealth was created to help individuals learn about personal finances in an approachable, fun way. Through our events, blogs and coaching, we empower people to make financial decisions that will help them achieve their goals, build their net worth and feel more in control of their finances. Between us, we have 6 years of experience (each) in finance, accounting and investments, plus the CFA and CPA designations. We educate on topics such as setting up a budget, paying down and optimizing debt, investing, making large purchases and doing your own taxes. We want to show people why each of these items is so important and create solutions that are simple and easy to stick to. Our goal is to reach more people and bring meaningful change to the financial services industry. Our approach is different than what currently exists for two major reasons. First, we know that personal finances are overwhelming are intimidating, so strive to be the opposite of that. Our events include break-out sessions and networking, to create a community where we learn from each other and feel connected by our complicated relationship with money. Second, we are committed to bring unbiased advice and recommend only products that we truly believe are the best fit for our clients. This involves constantly learning about and testing new, disruptive products that have lower-fees, great apps and unconventional features to help people spend smarter and save money that they normally pay away to banks.