WalletWise, LLC

Industry: Banking / Finance

Business Size: 1-4

Phone: (904) 673-0937

Address:
426 Harvest Bend Drive
Fleming Island, Florida 32003

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About WalletWise, LLCWalletWise LLC owner Ken Remsen, CFP®, financial coach and counselor, shows customers how to create a sustainable spending plan, establish a debt reduction plan, monitor insurance coverage and estimate the success of retirement finances. The website https://www.walletwise.org/ is a financial literacy platform that includes free resources for budgeting, credit card management, and more. Ken worked as a Department of Defense contractor providing one-on-one financial counseling to Air and Army Florida National Guard service members. Ken wrote the personal finance management book, Get Wallet Wise, which encourages consumers to recover from money missteps and create positive money habits to improve their financial fitness.

What differentiates you from the competition?I Wrote the personal finance management book, Get Wallet Wise, and worked as a Personal Financial Counselor for the department of Defense.

What are your top selling services or products that your company offers?My top selling service includes my unique approach to helping clients achieve financial fitness. I have the unique experience of working at Fidelity Investments and the Department of Defense. Ken Remsen is a CERTIFIED FINANCIAL PLANNER® practitioner

If you had one message to get across to future customers, what would it be?I would like my future customers to imagine how it will feel to be finally financially fit and enjoy a low stress, healthy life.

What is the biggest marketing challenge that you will face in the upcoming year?A unique marketing obstacle that a financial counseling business faces is the ability to help customers with financial difficulties who may not be able to afford my services.

What strategies are you using to enhance customer trust? I use a professional confidentiality notification for all of my clients.

How do you ensure financial literacy among your clients? That’s my business!

What impact is fintech having on traditional banking models? I believe it provides a less expensive alternative and helps serve the unbanked/underbanked population.

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