Let us help you become financially savvy
Finance Consultation
This 1:1 consultation is for anyone seeking to improve their financial confidence, understand the U.S. economic system, and build wealth.
Services
Buisiness Registration
We handle the paperwork so you can focus on your vision. With this service, we will:
- File your business formation documents with your state.
- Apply for your EIN (Employer Identification Number) on your behalf.
Whether you’re starting a small business or launching a side hustle, we make the process simple, fast, and hassle-free.
Foreign Nurse Job Market Consultation
This session is for foreign-educated nurses ready to enter the U.S. job market. We'll discuss finding the right job, preparing for interviews, and understanding what to look for beyond salary, like growth opportunities and employer benefits. You’ll leave with the tools to confidently launch your nursing career and maximize every opportunity.
Finance Consultation
College Savings Education & Support
This 1:1 consultation is for anyone seeking to improve their financial confidence, understand the U.S. economic system, and build wealth.
What to expect:
- Intake and Assessment: We’ll learn about your current financial situation, goals, and cultural/language barriers.
- Identifying Challenges: We’ll uncover obstacles to navigating U.S. banking,
This 1:1 consultation is for anyone seeking to improve their financial confidence, understand the U.S. economic system, and build wealth.
What to expect:
- Intake and Assessment: We’ll learn about your current financial situation, goals, and cultural/language barriers.
- Identifying Challenges: We’ll uncover obstacles to navigating U.S. banking, managing debt, building credit, budgeting, and supporting family.
- Personalized Financial Roadmap: You’ll get a clear, step-by-step plan to save more, boost credit, or invest.
Let’s replace confusion with confidence and start your journey to financial independence.
College Savings Education & Support
College Savings Education & Support
College Savings Education & Support
We equip parents with the knowledge and confidence to start saving early for their child’s education through plans like 529 college savings accounts. This educational service does not offer investment advice but will help you:
- Understand what college savings accounts are and how they work
- Learn how to explore your options based on your st
We equip parents with the knowledge and confidence to start saving early for their child’s education through plans like 529 college savings accounts. This educational service does not offer investment advice but will help you:
- Understand what college savings accounts are and how they work
- Learn how to explore your options based on your state’s benefits and your family’s goals
- Get step-by-step guidance on how to open and manage your own account
- Gain tips on how to make contributions and keep track of your progress over time
Our goal is to help you feel informed and prepared as you build a strong foundation for your child’s future.
Employer Benefit Package Review
College Savings Education & Support
Employer Benefit Package Review
Our Employer Benefit Package Review service helps you fully understand and take advantage of the benefits your employer offers, beyond just your salary. From health insurance and retirement plans to flexible spending accounts, life insurance, tuition reimbursement, and wellness perks, we break it all down in simple terms.
We’ll walk you t
Our Employer Benefit Package Review service helps you fully understand and take advantage of the benefits your employer offers, beyond just your salary. From health insurance and retirement plans to flexible spending accounts, life insurance, tuition reimbursement, and wellness perks, we break it all down in simple terms.
We’ll walk you through:
• What each benefit means
• How to make the most of your options
• Where you might be leaving money on the table
• How your benefits fit into your long-term financial goals
Whether you’re starting a new job, making open enrollment decisions, or simply want to understand your total compensation better, this review ensures you’re not missing out on valuable opportunities to build wealth and security.
Empower yourself with knowledge.
Make your benefits work for you.
Contact Us
Hi, we're excited to see you! How can we serve you today?
We love our customers, so feel free to visit during normal business hours.
Whollysavvy
support@whollysavvy.com Customer service:470-8514510 Business:1888-644-7959
Hours
Open today | 10:00 am – 04:00 pm |
