TRANSFORM YOUR FINANCES WITH
WH PERSONAL FINANCE
Expert Guidance to Organize, Prioritize, and Build Lasting Wealth
WHAT WE DO
Our Approach is Simple, Straight Forward, and A Little Different From Most
We believe...
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What we do works
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We can help make lifelong change simple
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One-size-does-NOT-fit-all for personal finance
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It can be stressful and daunting to discuss and deal with money issues, but it doesn't have to be
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You need an emergency fund
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You need to spend less than you make
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A budget isn't the final answer to money stress or management
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You need to automate as much as possible
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You absolutely should spend your money on things that you value (and cut things you don’t)
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We make personal finance attainable for everyday families
STEP 1
All of your finances good, or bad
ORGANIZE
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Create a money map
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Review priorities
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Establish a 3-month spending view
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develop short & long term goals
Attainable short & long term goals based on clear priorities
EXECUTE
STEP 2
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Pay off debt
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Develop long-term savings account
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Follow a monthly plan
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Maximize automation
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Develop sinking funds
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Live by 10-20-70 rule
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Create emergency fund
STEP 3
GROW
Your choices, money, & future
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Increase passive income
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Reach long term goals
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Grow Investments
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Create financial wellness for your family
WHO WE ARE
Personal Finance Consultants Dedicated to Removing Barriers to Your Financial Freedom
At WH Personal Finance Josh and Caitlyn form a dynamic team. With Josh's background in Business and Entrepreneurship and Caitlyn's specialization as a Board Certified Behavior Analyst, we offer a comprehensive set of skills to guide you on your journey to financial success. Together, we're dedicated to guiding you in getting organized, executing a plan, and ultimately helping you grow toward financial freedom.
Caitlyn
& Josh
WH Personal Finance simplifies and de-stresses money issues, helping you manage your finances effectively without sacrificing fun.
Don't Stop Having Fun
WH clients continue to prioritize family vacations, and usually take a minimum of two family vacations a year, all while sticking to their plan
Prioritize
Vacations
WH clients open a high yield savings account within two sessions
Open A High Yield Savings
70-80% of Americans live paycheck to paycheck no matter their income
No Paycheck to Paycheck
Over 50% of marriages end in divorce due to money