101 Consultation
Unlocking Your Full Potential
Coaching for Excellence
Dr. Wallace recognizes that every individual or family has distinct financial aspirations and challenges. Therefore, he is dedicated to guiding clients towards their short, intermediate, and long-term goals. Through collaborative 101 Consultation services, he ensures that the financial plans developed are tailored to each client's unique circumstances and aspirations, fostering a sense of teamwork and empowerment.
He believes in the power of teamwork. During the consultation process, he actively involves you in the development of your financial plan. Your input, priorities, and concerns are taken into account, ensuring that the plan is a collaborative effort. By working together, you gain a sense of ownership and confidence in the strategies that are put in place.
Dr. Joaquin Wallace's 101 Consultation services offer more than just a financial plan. They provide you with the knowledge, tools, and confidence to take control of your financial future. Together, you'll develop a roadmap to achieve your short, intermediate, and long-term goals, ultimately realizing a brighter and more secure financial tomorrow.
Take the first step towards empowering your financial future by engaging in a collaborative consultation with Dr. Joaquin Wallace. Experience the transformative impact of tailored financial planning that puts your goals at the forefront.
Meet Dr. Joaquin Wallace
Consultant & Financial Investment Advisor
Dr. Joaquin Wallace is a dynamic and engaging speaker. As an educator, community advocate, visionary, and author, he draws from his personal experience to deliver influential and invoking keynote presentations related to leadership and coaching, personal motivation, non-profit program development and implementation, as well as financial wealth building and education.
Dr. Wallace’s life course inspired him to establish Project Transition, Inc. This welfare-to-work program empowers the "working poor" and provides access, opportunity, and real-life experience to be competitive within the "white-collar" workforce. Project Transition has benefited more than 1,000 program participants in Alameda County.
Dr. Wallace has been featured in
Contemporary Black Biography: Profiles from the International Black Community and is among the most influential African Americans in the 21st century. Moreover, Dr. Wallace’s accolades include being the recipient of the Oakland Chamber of Commerce Community Based Non-Profit of the Year award and the Wells Fargo Living Makers in History award, as well as receiving recommendations from both the Ford and the Annie B. Casey Foundation fellowships.
The Power of Financial Education
By recognizing how financial inquiry and a lack of economic opportunity pose threats to underserved communities, you too can take the lead in raising awareness to eliminate these issues. We invite you to join Dr. Wallace as he shares his approach to how financial education can be the first step in becoming a change agent within your family and community. By incorporating this knowledge of generational wealth, you too can move down the path of financial well-being, fostering a prosperous future for you and your family.
Welfare to Work
Advocating for financial literacy, Dr. Wallace authored
Welfare to Work: A Practitioner’s Perspective on How to Develop and Implement a Successful Welfare to Work Program. He provides a holistic training program focused on establishing and enhancing hard and soft skills, educating his audience on how to handle their money now and plan for their futures. His vision and work continue to enable individuals, families, and communities to break out of the cycle of poverty.
Shape Tomorrow for Your Children
What you do today has a lasting impact on the economic well-being of your community as a whole. Many of Dr. Wallace’s numerous clients find success in reaching their personal financial goals, making positive changes in their overall lives, and laying the groundwork for a prosperous future. Schedule an appointment with Dr. Wallace today to take action on financial education!
Why Choose Dr. Wallace?
Dr. Wallace is an inspirational speaker, visionary, and CEO who uses his teachings to inspire individuals to achieve black generational wealth. He uses his years of personal success to help his audience pursue their individual financial and lifetime goals, including building black generational wealth. Dr. Wallace is eager to share how African Americans can build black generational wealth for themselves now - and for future generations. His life work in black generational wealth education has inspired him to found Project Transition, which has benefited more than 1,000 program participants across Alameda County.
Learn today why Dr. Wallace’s teachings on black generational wealth
can inspire community-wide changes. Schedule your first speech today!
