The whole health of your relationship is important to us. This post is part of a series that highlights resources for couples and families in the Inland Empire.

We can help you learn to talk about money, what it means to each of you, and to learn to compromise when fights about money have you stuck. And then when you can talk about it, we recommend Wealth of Confidence to help you get your financial priorities in line, save for retirement, reduce debt, manage investments or meet your other financial goals.

Inland Empire Community Resources Spotlight: Wealth of Confidence Financial Planning

What inspired you to open your business in Riverside?

First of all we have roots here. My husband and I were born in Riverside and both own businesses in the city. In regards to the financial planning aspect, there are many financial services business in Riverside but there is only one other fee-only firm. That is not enough, fee-only is a way for consumers to received third party advice that is free of products. So I was set on opening that structure of firm in town so that there are options. We offer virtual planning services, so we can work with clients all over.

What kind of services do you provide?

Fee-Only financial planning with a focus on educators, professors and education administration

How do your services help couples live better lives and get more of what they want and need?

We are big on bridging the cap and offering accessible planning services. Educators are often turned away by financial firms unless they have a decent amount in assets. The rest are stuck with sales reps that can offer products not planning. So we have set up a structure that offers accessibility. Our beginner clients are able to start building a strong financial foundation, our mid-career clients are offered clean up services to help them save money, or clients nearing retirement have an idea of what is financially possible and how they can get the things that they want.

What does a first appointment with you look like?

The first appointment is a phone call. On the call we ask what triggered the feeling that planning is needed, what a successful financial planning relationship looks like, about past financial planning experiences and your current financial situation. We will also talk about fees and set up for future appointments.

What do you wish people knew about financial planning with Wealth of Confidence?

1) We offer comprehensive overview and planning, not just investment management and account set up.

2) We also specialize in working with educators and do not sell accounts or products like most of the people that work with educators.

3) We offer virtual video call meetings so clients do not need to come into the office to meet.

4) We have a podcast for teachers called One Million Apples for those that want to understand our philosophies or for those that are not quite ready for planning services.

What do you hope people get out of financial planning with you?

Clarity!!

We never expect every tiny detail to be figured out on day one. We like to help people understand what they have to work with, what they can improve on and where to start with that improvement. We also love to find ways for people to save money.

How can people contact you to learn more about your financial planning services in Riverside, CA?

www.wealthofconfidence.com

Or our podcast One Million Apples

Personal recommendation

This is Rebecca, the owner of Inland Empire Couples Counseling. Breanna is the real deal. When I found her, we were exactly in the situation she described above: confused, looking for clarity, but without enough capital for other planners to want to work with us. She helped us understand our needs and created a personalized plan just for our situation to help us save money, plan for our future, and know of all the things we could or “should” be investing in, which were first priority for us. Wealth of Confidence was well worth the investment!