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Wilson David
Investment Advisors

DIY Plan

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The 11-Step, DIY Comprehensive Financial Plan

Want to know where you are financially and figure out where you’re going? Then sign up for our newsletter and get The 11-Step DIY Comprehensive Financial Plan with steps to find the answers and create your own comprehensive financial plan! Financial planning is not mysterious or complicated, and it doesn’t have to take dozens of hours. This online DIY financial plan guides you through and doesn’t take weeks to complete.

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Are teachers born or made? Kathy would argue they're born, and she's been teaching since she could talk. When you understand the why, you reduce the worry. Let us teach you how to manage your money and plan your financial life.

ABOUT US
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WHO

WE ARE

Wilson David Investment Advisors - your financial North Star - is an independent, fee-only, state-registered investment advisory firm. We offer a suite of services including wealth management, financial planning, CFP® services, and other specialized products geared toward financially empowering individuals and businesses. We are tax specialists, preparing individual and business taxes and providing IRS tax resolution. We deliver the personalized attention that comes with a firm that profoundly desires to help people reach their financial goals with as little worry as possible.  You are an expert at what you do, and you make money doing it; we're experts at managing money.  We can work together to help you keep and grow your hard-earned dollars.

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Get in touch

Savannah River Research Campus

227 Gateway Drive, #159

Aiken, SC 29803

hauer.kathy@gmail.com

A Fiduciary
Since Day One

A veteran-owned, woman-owned business

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