Finance Check-up

How often do you ask yourself these questions?

Am I contributing to the right accounts?

How much am I supposed to be saving?

How do I position myself to buy my first home?

What debt should I pay off first?

I bet this is going to be expensive...


We hope not


This session has a one-time fee. Our goal is to get you on track for the next few months, years, or until a new life event. 

You can schedule a consultation to learn how we can help before you pay a dime. 

Get your personal finance questions answered in a 1:1 session and leave with a roadmap to your goals

Wealth In Hand sessions start with the basics and evolve, depending on your experience with finances.

How it Works

Request a Consultation

Fill Out A Few Easy Questions

Schedule Appointment

Meet in-person or virtually

Request a Consultation

We will send you a brief questionnaire to see if our session is right for you

Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Wealth In Hand does not provide tax, legal, or accounting advice. The descriptions above are for illustrative purposes only, and are not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

This website contains a sample list of Wealth In Hand’s clients as of December 2018. It is not known whether the clients listed here approve or disapprove of Human Interest or the investment advisory products or services provided by its subsidiary. 

©2019 by Wealth In Hand

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