top of page

Financial Consultation

15 min
Free
Phone call

Service Description

The financial consultation is designed to assess your financial needs. Be prepared to discuss your current financial health, including your spending and saving habits, your emergency savings, personal investment experience, retirement accounts, investment accounts, education funding, life insurance, tolerance for risk, short- and long-term goals and family situation.


Cancellation Policy

To cancel or reschedule, please contact us at least 24 hours in advance.


Contact Details

info@tashalwilburn.com

Cleveland, OH, USA


Any product mentions made or recommendations provided by Tasha L. Wilburn, Financial Coach; Wilbur Consulting, LLC, is made solely in the author’s opinion and does not constitute professional financial or legal advice. All content is for educational purposes only.

(White)-TLW22_Logo_Transparent.png

I help individuals and organizations unlock their potential, plan for success, and create lasting impact through actionable insights and motivational storytelling.

(216) 245-9951

© Copyright by Wilburn Consulting, LLC. Please email me for more information.

Free Investing Cheat Sheet!

Learn how to take control of your finances, build a legacy, and generate real wealth with the terms every skilled investor knows!

Stay Connected
  • Follow Me on Facebook
  • Add Me - Tasha L Wilburn
  • Let's Connect - Tasha L Wilburn
  • TikTok Tasha L Wilburn
  • Tasha L. Wilburn YouTube Channel

Opening Hours

​

Mon - Fri: 8am - 5pm
​​Saturday: 9am - 3pm

© 2023-24 by Wilburn Consulting, LLC. Proudly designed by High Crown Marketing Group.

bottom of page