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Phyllis J. Wordhouse, CFP

Family Wealth Counselor

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Program Titles

  • Creating Women’s Wealth
  • It’s Never Too Late to Get Rich
  • Money Lessons for a Lifetime

Phyllis J. Wordhouse’ expertise is in Wealth Coaching and Financial Education for affluent women, helping them make wise financial choices, by focusing on eliminating dangers and capturing opportunities.

In doing so, she helps them obtain happiness and peace of mind by eliminating their risks and matching their investment philosophy to their virtues.

Wordhouse earned her Bachelor of Arts degree in Education and Masters Degree in Special Education.

Certified Financial Planner at College for Financial Planning, and the Family Wealth Counseling Program.

Wordhouse is a certified Investor Coach.

Phyllis was instrumental in the developing of the religious and secular editions of the DOLLARPLAN workbook, a course in personal money management, for Financial Education.

Books by Phyllis J. Wordhouse, CFP

  • Stress-Free Investing
  • The Dirty, Filthy Lies My Broker Taught Me
  • 101 Truths about Money and Investing
  • Getting to the Heart of the Matter

Book Phyllis J. Wordhouse, CFP for your Event!

Business Skills – Money Management

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