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About Me

Accountant by Trade, Financial Coach by Passion

Hi, I’m Joseph Rollek β€” a budgeting coach and personal finance writer who’s been exactly where you are: frustrated, overwhelmed, and wondering where the money went.

I started Wise Money Playbook because I believe personal finance doesn’t need to feel like a mystery β€” or like a punishment. With the right habits and the right support, anyone can take control of their money and start building real financial momentum

Who I Work With

πŸ’Έ Getting Out of the Paycheck-to-Paycheck Cycle

πŸŽ“ Young Professionals Ready to Take Control Early

πŸ’Έ Getting Out of the Paycheck-to-Paycheck Cycle

You’re working hard, but somehow your money disappears by the end of the month. I help you build a custom budget that gives you breathing room, clarity, and a plan to finally move forward.

πŸ“ˆ Focused on Building Long-Term Wealth

πŸŽ“ Young Professionals Ready to Take Control Early

πŸ’Έ Getting Out of the Paycheck-to-Paycheck Cycle

You’re doing okay financially, but you want to be more intentional β€” saving, investing, and making your money work harder. I’ll help you optimize your spending and align your money with your goals.

πŸŽ“ Young Professionals Ready to Take Control Early

πŸŽ“ Young Professionals Ready to Take Control Early

πŸŽ“ Young Professionals Ready to Take Control Early

You’re early in your career and want to build good money habits from the start. I’ll help you set up a strong financial foundation β€” saving, investing, and budgeting the right way from day one.

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