Cultivate a Healthier Relationship with Your Finances

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Hi, I am Rosario Chacón

Welcome to Wealth-Source Financial. I founded Wealth-Source to help you improve your relationship with two valuable sources of wealth, your money management and your mindset. You may have seen or heard of someone losing everything material, yet building it up again. It is their attitude that nurtures this resilience.
When you work with Wealth-Source, you work with Rosario, a Fee-Only, Fiduciary, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Financial Behavior Specialist (FBS®). This means that you work with an adviser that doesn’t sell financial products with hidden fees and you partner with a professional who applies her coaching skills to help you stay on your personal goals map. It is my pleasure to welcome you to our home.

Wealth-Source services

Financial Life Planning (Copy)

Financial Life Planning (Copy)

Investment Management (Copy)

Investment Management (Copy)

One-Time Plan (Copy)

One-Time Plan (Copy)

Financial Coaching (Copy)

Financial Coaching (Copy)

Speaking Engagement (Copy)

Speaking Engagement (Copy)

Fee-Only Financial Planning

Fiduciary Financial Planner — Your Financial Life Planner:

o Fiduciary Financial Planner
o Fee Only-Financial Adviser
o Certified Life Coach
o Certified FINANCIAL PLANNER™
o Comprehensive Financial Planning
o Financial Behavior Specialist®

o Investment strategy and management

o Get clarity on your current situation and design a financial plan aligned to your values and life intentions

o Gain financial confidence by tracing SMART goals and reaching smaller marks first

o Gain awareness of your personal approach to financial decision-making

o Become financially empowered through financial literacy and your collaboration designing your financial life plan

o Find freedom by improving your relationship with your finances

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