Contact

Office Address:

7121 Magnolia Avenue
Suite F

Riverside, CA 92504

We meet with people virtually so you don't need to be local.

To inquire about planning services please click here:

For all other inquiries please fill out this form.

Wealth of Confidence, LLC is a Registered Investment Advisor with the state of California.

Documents you should look through before hiring any financial planner:

Fee-Only Financial Planning For Teachers

Financial  CurriculumBuilt

Just for

You

Financial Curriculum

Please keep in mind that everyone is different so your personal curriculum map may look a little different than this.

Educators

Employee Benefits

Cash Flow

Emergency Savings

Student Loans

Debt Paydown

Retirement Plan Selection

PHONE CONSULTATION

1

Step

Educators

Retirement Plan/

Product Clean Up

Large Purchase Needs

Future Projections

Insurance Reviews (if needed)

Plus Everything for New Educators

ONBOARDING/
GET ORGANIZED
Educators

Retirement Projections 

& Possibilities

Reciprocity (if applicable)

Social Security (if married or previously earned)

Account Clean Up

MEETING 1

First We Must Assess to See Where You Are in Relation to Where You Want To Be.

 

THE

PROCESS

Financial planning is heavily anchored to your money so we've built a planning process that encourages you to take action and make a plan that you actually do something with. When you create a gameplan that you actually implement you receive value. When you create a plan that collects dust you have wasted your time and money. Wealth of Confidence is here dig through your data, dive into your goals, and create actions that will elevate your financial well being. With you we tackle each part of the process and make sure it gets done, whether that means meeting with outside professionals or completing paperwork, we get it done.

Less time & money wasted + more action = Confident Wealth!