About

Over 16 million U.S. households with incomes over $75k are estimated to be living paycheck-to-paycheck.1

Yes, while there are plenty of people earning a solid income, many feel financially stretched, frustrated, and unable to get ahead despite their higher earnings…

Because many higher earners face the same money challenges:

  1. Rising costs eating into take-home pay
  2. Multiple debt payments pulling in different directions
  3. Not enough time to actually manage their finances


That’s why I created Money Wisdom: to help hard-working professionals like you take control of your money. At Money Wisdom, we offer a Financial Health Check from a CFP® professional that gives you a clear, custom plan to take control of your finances and begin growing long-term wealth.

And working with a CFP® professional nearly doubles your chances of feeling financially secure.²

I understand your struggles and I’m here to help. My goal is to empower you with clear financial guidance.

Benjamin Daniel, CFP®
Founder, Money Wisdom

3 Easy Steps to Get Started

Schedule an Intro Call