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BOOK AN APPOINTMENT

 

We help our clients set a strong financial foundation and create financial systems that help them build true and sustainable wealth.
Schedule a session with us today to get you started on the path to increasing your net-worth and building true wealth.

FREE Financial Discovery Call
FREE

PURPOSE

  • Get Initial insight into your
    financial journey

GOAL

  • Determine:
    ✓ Where you are
    ✓ Where you’d like to be
    ✓ How we can help you achieve your goals

WHERE 

  • Phone Call

    We will call you on the number you provided

DURATION 

  • 30 Minutes

# OF PARTICIPANTS

  • 1

BONUS

  • None

COST

  • FREE

Book Now
One-on-One Financial Strategy Session
$129

PURPOSE

  • Define clear paths and establish financial systems that help you build sustainable wealth.

GOAL

  • Build strategies around a specific area of your finance:
    ✓ Financial Foundation
    ✓ Budgeting & Savings
    ✓ Investing
    ✓ Retirement Planning
    ✓ Credit Building/Restoration
    ✓ Becoming Debt-free
    ✓ You name it!

WHERE 

  • Webinar / Video Conference

    You will receive an invitation with the link to join the session

DURATION 

  • 1 Hour 30 Minutes

# OF PARTICIPANTS

  • 1

BONUS

  • None

COST

    • $129

Book Now
Small Group Financial Strategy Session
$449

PURPOSE

  • Define clear paths and establish financial systems that help you build sustainable wealth.

GOAL

  • Build strategies around a specific area of your finance:
    ✓ Financial Foundation
    ✓ Budgeting & Savings
    ✓ Investing
    ✓ Retirement Planning
    ✓ Credit Building/Restoration
    ✓ Becoming Debt-free
    ✓ You name it!

WHERE 

  • Webinar / Video Conference

    You will receive an invitation with the link to join the session

DURATION 

  • 1 Hour 30 Minutes

# OF PARTICIPANTS

  • 4 to 10

BONUS

  • A FREE 30 minute 1-on-1 session per participant

COST

    • $449 – Group of 4 to 5 participants

      $599 – Group of 6 to 10 participants

Book Now

WORKPLACE FINANCIAL EDUCATION PROGRAM

We partner with employers to develop and implement effective programs that help to improve the financial wellbeing of their employees. Our programs help workers to set achievable goals and work towards achieving them, build emergency savings, improve on key money skills, and make sound financial decisions.
We design our programs to:
• Provide actionable, relevant and timely information
• Recognize and meet the diverse situations and goals in a group
• Build on motivation

Collaborate with us. We are eager to work with you to promote financial wellness in your workplace.

Workplace financial education program

MEET YOUR COACH

Dr. Charity Ezenwa-Onuaku,

MFP, ChE, CFEI

Dr. Charity Ezenwa-Onuaku is a Nigerian-born US-based chartered economist, accountant and corporate financial executive. She founded WealthyGen to provide financial empowerment programs for women and youth. She is an adjunct professor of finance and a Fintech expert designing and implementing financial education programs. Dr. Charity educates, speaks, and inspires from her wealth of knowledge and experience. She is a mum to 3 wonderful kids.

Learn more