About

WSF Consulting is a financial planning and small business consulting firm.  WSF Consulting provides single-purpose, multi-purpose, and comprehensive financial planning to consumers.  WSF Consulting also provides business plans writing, management and financial consulting services to small businesses with fewer than 100 employees.

Financial Planning

Our consultants develop realistic single-purpose, multi-purpose, and comprehensive financial plans that align with clients’ short-term and long-term goals.  After analyzing prospective client’s current financial situation, WSF Consulting financial consultants use a team-based approach to draft a financial plan that addresses children’s educational funding, pension and retirement plans, employee benefits, and more.

WSF Consulting  is an independent financial planning firm that provides financial advisory services on an hourly as-needed basis to affluent and non-affluent-alike.  WSF Consulting  does not sell investment products, and it does not require its clients to have a minimum net worth.

WSF Consulting  specializes in the unique needs of its clients:

  • No net worth or account minimums required 
  • No commission 
  • No third-party sales incentives 
  • No personal finance topic is trivial 
  • WSF Consulting financial consultants draft financial plans that clients can successfully implement and monitor themselves.
  • Small Business Consulting Services


Managerial incompetence and poor financial management are frequently cited as the reasons small businesses fail.  With specialized skills such as investment analysis, corporate finance, business strategy, and leadership, WSF Consulting  MBA financial consultants can develop new strategy for your small business.

WSF Consulting  uses both technology and the power of globalization to provide top-notch management and financial consultancies to small businesses.