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personal financial coach services
Do you desire financial coaching services? This is the right place to look. The WiseAnt Group offers financial coaching or consulting services through its team of certified coaches, financial instructors and mentors. Our Coaches or Financial Instructors have met the highest industry standards and are passionate about supporting you down the road toward financial health.

The WiseAnt financial coaching involves education and guidance, personalized training and accountability, all with a vested interest in promoting your financial success.

What Does the Average Financial Coaching Service Provide?

Most financial coaching services simply offer a sounding board – someone to talk with. Yet The WiseAnt Group’s financial coaching involves a wide array of services aimed at helping people improve their financial wellness.

Our Finance Coaching Process & Deliverables
Step 1: Understanding & Planning
Our first meeting involves completely understanding your full financial profile – credit, assets, debt, accounts, insurance, and income. We then generate a detailed Personal Financial Plan Report with milestones and action steps listed in priority order for our client. Each client will come out of the meeting knowing his or her goals and having a clear plan toward financial security.
Step 2: Guidance & Education
Once you have a clearly defined strategy and action plan, the next phase of our financial coaching involves meeting with your coach on a regular schedule. As our client, you will be given access to high-quality educational resources and personal training, so you can boost your own capabilities to make informed financial decisions. Your coach will also conduct continuing assessments to give you reports on your progress and achievements, shaping your action plan over time.
Step 3: Maintenance & Support
Once you have addressed your most pressing needs and have a clear plan to improve your financial health, the next financial coaching phase will be involved with your coach transitioning into providing maintenance and support. You will continue to get education and support on an as-needed basis, while the coach would keep you apprised of important dates and any updates in the financial markets. Examples of Life Stage Coaching Support Provided by The WiseAnt Group
Connection with Niche Financial Industry Experts

When important life events occur, The WiseAnt Group’s financial coaching offers access to niche experts in critical financial industry areas. That is, your coach has access to a team of consultants with specialized expertise and can connect you with the one who can best guide your specific decision. All these niche industry experts are 100% independent, so you know you’ll never be subjected to marketing or sales pitches.

 

Contact us today to get your 30-minute Complimentary Initial Financial Coaching Call.

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to start your journey to Financial Wellness.

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CLIENT TESTIMONIALS

When we opened our urgent care center, we needed a reliable compliance and credentialing company to help set up our compliance program and to get our providers in-network very quickly, The WiseAnt Group was our go to company to make this happen. They are always available to guide us anytime we need advice on a compliance issue. Thank you for your services.
Cibolo, TX.
As a small independent practice, I have needed to rely on some external resources and have had a fantastic experience with the tax and bookkeeping services of The WiseAnt Group.
San Antonio, TX.
Credentialing for Medicare can be confusing and frustrating. It was stressful trying to navigate the process on my own, so I turned to The WiseAnt Group for help and am so glad I did. They made the process worry free and kept me apprised the entire way. I just wish I had found them sooner. I highly recommend them.
Austin, TX.
What a breath of fresh air! The in-person financial education training provided by Pamela was excellent! Our team had a great time learning from the experts and they are all on the journey to ditch debt, save money and start building generational wealth.
San Antonio, TX.
We needed to revamp our compliance program, and The WiseAnt Group came highly recommended. Their pricing was great, and the value created for our company was immeasurable! We will use them again! Thank you for helping us create an effective compliance program on a budget.
Houston, TX.
We were about to sign a contract, but the terms were very confusing. Our friend recommended that we use The WiseAnt Group. We are so grateful we did! If you need help with drafting or reviewing important legal documents, look no further. They are an amazing team.
San Antonio, TX.
We have been using Justice and his team for a few years now. While we were only looking for someone to perform our year-end closings and file our tax returns, we actually got a dedicated, valuable business partner. Justice and his team have been an essential key to our success. It was as if we had an “in-house CFO” who managed our accounting, kept us compliant, and provided sound financial planning advice.
San Antonio, TX
For the past 3 years, The WiseAnt Group has prepared our annual tax return and any accompanying papers. We are so pleased with the professionalism, accuracy and care their team has displayed in handling very complex financial matters for us. Justice is easily accessible, answers all our questions and makes sure our filings are timely. If questions arise during the year he is available to guide us. Thanks Justice for helping us keep financial matters in good order.
Dallas, TX.
At WiseAnt Group, our priority is your business success. For years, we've helped Texas business owners and individuals navigate the complexities of tax strategy, managing their finances, and positioning their business for growth. We are intentional about providing value to our clients and advising beyond accounting.
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  • Toll Free: 888-721-8348
  • Local Number: 210-910-4348
  • Email: support@thewiseantgroup.com
  • Location: San Antonio, Texas
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