In a country where financial literacy is rarely taught, many families make costly mistakes due to lack of knowledge. Shon and Brandy Agnew, Financial Educators/Advisors with WealthWave, are on a mission to change that. They build trust, educate families, and create generational wealth—providing the financial education schools fail to teach.
WealthWave, recognized by The Heartland Institute as a financial education company, is revolutionizing financial services. The Agnews have helped thousands reshape their financial future through The Seven Money Milestones—a structured plan empowering individuals at every stage.
Milestone 1: Financial Education
Education is the foundation of financial success. Most people are never taught money management principles, leaving them vulnerable to poor decisions. The Agnews provide free resources to ensure no family is left behind.
Milestone 2: Proper Protection
Financial hardship often stems from income loss due to death or long-term care costs. The ultra-wealthy use insurance to secure their future—the Agnews teach these same principles, ensuring families are prepared.
Milestone 3: Building an Emergency Fund
Many rely on banks offering 0.01% interest, meaning their savings take thousands of years to grow. The Agnews educate families on high-yield options to protect wealth from taxes and inflation.
Milestone 4: Debt Management & Elimination
Consumer debt has skyrocketed to nearly $6 trillion. Rising inflation makes it harder for families to stay afloat. The Agnews create personalized strategies to eliminate debt, improve credit, and redirect funds toward wealth-building.
Milestone 5: Increasing Cash Flow
Many financial professionals focus on high-net-worth clients. WealthWave helps people at all income levels increase cash flow, optimize earnings, and make smarter financial decisions.
Milestone 6: Building Wealth
Retirement planning is often overwhelming. They simplify the process, guiding clients through tax strategies, inflation protection, and risk management to ensure financial security.
Milestone 7: Protecting Wealth
Without an estate plan, families risk losing assets. The Agnews set up clients on wills, healthcare directives, and financial power of attorney to create a lasting legacy.
Take control of your financial future! Contact Shon at 303-947-9556 or Brandy Agnew at 720-277-6155 for a free How Money Works book and financial strategy session.