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.
Finance Consultation
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.
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.
College Savings Account Service
We make it easy to open a college savings account, such as a 529 plan, so that you can build a strong financial foundation for your child’s education. With this service, we will:
- Teach you how to choose the right type of college fund based on your goals and state benefits.
- Educate and guide you through the setup process for you
- Guide you on how to make contributions and track growth over time.
401(k)/403(b) Rollover Service
Are you changing jobs or retiring? Don’t leave your retirement savings behind. We educate you on how to safely roll over your 401(k) or 403(b) into an IRA or your new employer’s plan without penalties or confusion.
With this service, we will:
• Review your rollover options
• Guide you step-by-step through the process
• Ensure your investments stay aligned with your financial goals
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
1700 Northside Drive NW, Suite A7 # 794,Atlanta, Georgia 30318, United States
support@whollysavvy.com Customer service:470-8514510 Business:1833-837-2889
Hours
Today | Closed |
