Let’s Build a Life You're Excited to Wake Up To
"To inspire and support a world where every individual thrives flourishes through wisdom, financial prosperity, and personal achievement, realizing their full potential and winning at life."
"A wise person should have money in their head but not in their heart"
-Jonathan Swift
"The only wealth which you will keep forever is the wealth you have given away"
-Marcus Aurelius
"Wealth is only a source of happiness when it is used to do good for others"
-Denis Waitley
"Never regret a day in your life: good days give happiness, bad days give experience, worst days give lessons, and best days give memories."
-No author
"Knowledge is knowing what to say. Wisdom is knowing whether or not to say it."
-No author
"Don’t let the fear of losing be Greater than the excitement of Winning"
"There are winners, there are losers and there are people who have not yet learned how to win."
-Les Brown
Hi There, WWW
Planner & Entrepreneur
Welcome! We thank you for taking the time to review this video which gives you insight into how we serve our clients here at Wisdom Wealth and Winning. Feel free to browse our website, as we are looking forward to meeting with you, enjoy!
Testimonials
Dawn, We started our journey while I was employed several years ago. I attended your class on retirement which aided me greatly in developing a long term strategy. In 2020, I retired. Because of advance planning, the financial transition to retirement was simple. With a few phone calls I was able to start an income stream. Since that time, I have invested some savings to drive additional income. Your advice is greatly appreciated.
-Elizabeth Bradley
My first appointment I was greeted with very friendly staff. When it was time to meet with Dawn to go over my financial goals she took the time to listen to my thoughts and concerns. Within a short few weeks we met again and she presented a PowerPoint presentation on my current financial position. We reviewed many options to consider and I felt confident with the decision made. I have referred many friends and family to meet with her to make a plan forward
-Emily Womer
Dawn Green of Wisdom Wealth and Winning is amazing. Through her wise counsel and financial advice, she saved our family. She rushed in at our greatest time of need and meticulously combed through our finances. Dawn came to our home several times at the end of her busy day to meet our needs. Her ability to help us take a sober assessment of where we were, while also helping us develop a plan and instilling hope that things could change, is truly a gift. She continues to meet with my husband to encourage us to stay on track, and more importantly, to check on our overall wellbeing. We can’t begin to quantify the hours of financial advice she has provided; and the love and devotion she has shown our family is priceless. Dawn has even extended her expertise to helping our oldest son as he starts his career and his own financial journey. We can never repay her for what she has given us, but we trust that she will be blessed for using her talents to help so many others. Dawn Green is a living testimony to Wisdom Wealth and Winning
-Sam and Angel Dowling
Business Owners
Empowering business owners with tailored financial strategies to grow, protect, and transition their wealth, ensuring long-term success and financial security.
Educators
You’ve spent your career building the future of students. Now, let’s begin to build your future together. From navigating 403(b) retirement plans to crafting personalized strategies for saving, investing, and beyond, we’re here to guide you every step of the way. Let us help you build stability today and achieve the financial freedom you deserve for tomorrow.
Individuals
Helping individuals take charge of their financial journey with personalized plans designed to build wealth, protect assets, and achieve their unique goals.
Retirees
Equipping retirees with strategies to secure a comfortable future, so you can enjoy retirement with confidence, peace of mind, and financial freedom.
Creating Confidence...
Through Financial
Independence
As a dedicated team of financial professionals, your future is our priority. Together, we craft personalized strategies to help you reach your goals and protect what matters most. We work relentlessly. Let us, as your team, guide you toward a prosperous tomorrow—today.
Fee Based Financial Planning
A customized approach to crafting your financial roadmap, helping you make informed decisions today to achieve long-term success.
Assets Under Management
Professionally managing your investments to grow and protect your wealth, ensuring your financial goals are always within reach.
Financial Seminars
Gain valuable insights and actionable strategies through our informative workshops, designed to help you navigate life’s most important financial decisions.
Ready for Retirement?
Is your retirement plan on track? Let's make sure you're financially prepared to live the retirement you've always envisioned.
Our Team Is
Your Team
Welcome to Wisdom Wealth and Winning! We believe that a strong team is the foundation of our success. Each member brings unique expertise, passion, and a commitment to helping you achieve your financial goals. Get to know the dedicated professionals who are here to guide you on your journey toward financial security. Together, we’re not just managing wealth; we’re fostering relationships built on trust, knowledge, and shared success. Meet our team!
Knowledge as a Resource
What to Look for in Personal Finance Apps
Financial Wellness Series
Gain valuable insights and actionable strategies through our informative workshops, designed to help you navigate life’s most important financial decisions.
Financial Wellness Series
Gain valuable insights and actionable strategies through our informative workshops, designed to help you navigate life’s most important financial decisions.
Podcast
Her Money, Her Choice
A podcast where financial empowerment meets feminine strength. Join us as we delve into insightful conversations and inspiring stories that aim to uplift, educate, and motivate. Transforming lives, one dollar at a time.
Gain. Create. Win.
Take the First Step
Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.