Financial Coaching
Through one-on-one coaching, we provide an analysis of your current financial situation, create a plan that aligns with your aspirations, and help you develop good money habits.
Education and Training
Financial education can empower you to understand your choices and avoid being swayed by another person’s plan.
Workplace Financial Wellness
By promoting financial wellness, employers can help reduce financial stress and boost productivity.
About
Banah Fiscal Wellness (BFW), LLC
At Banah Fiscal Wellness (BFW), LLC we provide our clients with financial education and coaching programs that extend beyond the scope of financial literacy.
We help you get a clear picture of your current financial situation, develop a plan, and encourage healthy financial habits.
Our
Approach
Drawing from over two decades of investment banking experience, our team offers a wealth of invaluable financial education and personal finance management. We craft personalized solutions by keenly understanding our client’s thoughts and emotions and making sure they do not inhibit their desires to live a fulfilled life without financial stress.
What type of clients do BFW work with?
- You lack financial literacy skill sets.
- You struggle to build emergency funds.
- You have lots of consumer debts.
- You are uncertain about your financial future.
- You have poor money habits.
- You find it difficult to keep your fixed cost low.
- Your current financial situation affects your productivity at work.
You want to:
- Reduce financial stress.
- Enjoy life now while setting aside savings for tomorrow.
- Achieve financial stability and approach savings and investment with greater purpose.
- Set aside savings for your children and create a legacy.
- Teach your children financial literacy skills.
- As a family, we want to effectively manage our finances.
Frequently Asked Questions (FAQs)
Do you give advise and sell financial products?
While our work revolves around financial education, we do not handle investments or promote financial product sales.
Are you certified?
Yes, the founder of BFW is NFEC Certified Financial Education Instructor with over twenty-five years of experience in investment banking and financial education.
What is your cost?
It’s hard to answer without knowing your financial needs. Our coaching and educational programs vary, fees are based on needs and duration.
What steps should i take to begin as a new client?
Follow the steps outlined in our process on the services page. For coaching, education, and training clients, please complete the contact information. Organization can email us.
What is your cancellation policy?
All contracts are binding. Our coaching and training services are non-refundable. We strive to deliver top-level service which relies on your full commitment throughout the entire process. Hence, we advise making this investment when you are certain you have the time and commitment to fully engage in the process.
Contact Us
We look forward to connecting with you!
Contact us using the form below, or directly at:
Email: info@banahfiscal.com