WalletWise FAQ

What is Ken's Qualifications to be your Financial Coach?

Ken is an experienced money coach who teaches, helps, and supports his WalletWise clients toward financial wellness. Ken's goal is to teach financial literacy. He guides his clients by discovering their dreams, unpacking their financial picture, creating a plan, and helping clients carry out the plan. Ken has experience as a trustee for family estates. Ken has a BA in Finance. Ken was a real estate appraiser, developed a mobile home park and moved a US Post Office. He has owned 3 successful businesses and is a math teacher. Ken taught personal finance to his math students a thing and taught personal finance to adults, through a biblical studies course, called Crown Ministry. 

Ken is a candidate for AFC Accredited Financial Counselor, AFC®.

From the AFCPE website: 

The gold standard: Comprehensive life-cycle financial education, providing the knowledge and skills to assist clients in complex financial decision-making.

An Accredited Financial Counselor® (AFC®) can:

·       Address your immediate money challenges.

·       Create a plan to achieve your unique goals & dreams.

·       Build a sustainable foundation for long-term financial well-being.

When you work with an AFC® professional, you receive financial education and guidance specific to your unique situation. An AFC will never sell financial products.