Regain Control of
Your Finances
Welcome to WiseBeard Financial Solutions. Here, your journey to a better financial life starts. Erasmo Ruelas knows how to escape debt and save money. We can help you do the same. Our coaching covers budgeting, saving, debt management, and planning for your future. We're here to help you reach your goals.
Master Your Finances with Personalized Coaching
Create and maintain a budget tailored to your lifestyle and goals. Build a robust savings plan, prepare for emergencies, and develop personalized strategies for retirement, investing, and wealth building.
Personalized Financial Coaching
Create and maintain a budget that works for your lifestyle and financial goals.
Build a robust savings plan that prepares you for emergencies and future needs.
Plan for your future with personalized strategies for retirement, investing, and wealth building.
Educational
Workshops and Courses
Join us for events that cover a variety of financial topics designed to enhance your financial literacy and empower your decision-making.
Our workshops and seminars are interactive, providing practical advice and tools you can use immediately.
Debt Repayment Strategies
Free yourself from the burden of debt with our effective strategies.
Develop plans to reduce and manage debt, including paying off loans and credit card balances, and set yourself on the path to financial stability.
Schedule Your Free
Financial Coaching Session
Ready to take control of your finances? Schedule a free initial coaching session with our financial coach today and start your journey toward financial success.
Free Initial Coaching Session: A comprehensive 40-minute session to assess your financial situation and set clear goals.
Follow-Up Sessions:
Regular check-ins (bi-weekly/monthly/quarterly) to track your progress and adjust plans as needed.
Specialized Sessions:
Focused meetings on specific topics like budgeting, debt management, savings, and long-term planning.
Personalized Financial Coaching for Your Unique Goals
55%
Of Americans do not feel comfortable with their level of emergency savings, highlighting a need for financial planning and education.
78%
Of adults feel they could benefit from advice and answers to everyday financial questions from a professional.
Workshops and Courses
1. Learn About Money
Understand Basics: You'll learn simple ideas about money, like saving and spending.
2. Make a Smart Budget
Create a Budget: We'll show you how to make a plan for your money so you can buy what you need and save some too.
3. Pay Off Debt
Reduce Debt: Learn tricks to pay off money you owe faster and smarter.
4. Save and Invest
Saving Tips: Find out how to save money for emergencies and future fun stuff.Investing Basics: Get to know the simple way to make your
money grow.
5. Set Goals
Goal Setting: Learn how to make money goals and a plan to reach them.
6. Build Good Habits
Better Money Habits: Discover how to spend money wisely and avoid bad money choices.
7. Feel Confident
Gain Confidence: You'll feel more sure about handling money on your
own.
8. Make Friends and Get Help
Support Network: Meet others who want to learn about money too and get help when you need it.
9. Get a Personal Plan
Custom Plan: Leave with a special plan just for you and your money.
Financial Goal Setting
Set realistic and achievable financial goals with our expert guidance. We help you create a roadmap to reach your objectives and stay on track.
What We Offer:
Personalized S.M.A.R.T goal setting
Actionable plans you can use today
Accountability and regular progress reviews
Clear and Achievable Goals
Having clear goals provides direction and motivation, making it easier to focus your efforts and resources on what truly matters to you.
Personalized Action Plan
A personalized plan outlines the steps needed to achieve your goals, breaking down the process into manageable tasks and milestones.
Progress Tracking and Accountability
Regularly monitoring your progress helps you stay on track, make necessary adjustments, and maintain motivation over time.
Enhanced Financial Confidence
Increased confidence reduces financial stress and empowers you to make informed decisions, fostering a positive and proactive approach to your financial future.
