Whitney Olson
Financial Strategist & Wealth Coach
Personalized Plans and Financial Education
for Individuals and Families
My Mission
Everyone Deserves a Financial Education
Regardless of background, asset accumulation, income, or age, expanding your financial literacy is essential to achieving your goals. But what are the best decisions you can make for where you are right now? What are your options? Where should you even start?
I not only help my clients answer these questions, but I also help them become more financially literate by educating each individual on basic financial principles and guiding them through their available options.
No matter where you might be on your savings journey, it's never too late to increase your financial knowledge base and start making progress toward reaching your goals.
Client services
I take a holistic approach to creating financial plans, taking into account each client’s respective needs, circumstances, and values. I draft sustainable wealth strategies to enable individuals and families to move toward their specified financial goals.