Testimonials

“It’s a very unique and invaluable experience to be able to receive financial coaching from someone who truly gets it! DWM has personally mastered the art of re-paying student loans (like the majority of we millennials are dealing with), saving like a pro, and sticking to a budget, all while maintaining funds for the experiences we all live for, just a few years out of college. Discussing real life situations with someone who has recently lived them provides a common ground of understanding that is hard to find with most, in many cases non-millennial aged financial coaches. 

You are truly doing yourself a disservice by not scheduling a session with DWM! ”

- Maya

“Philip is dope and super knowledgeable about finances and financial literacy. Working with him I’ve been able to pay off two credit cards, save for graduate school, and open up free checking and savings accounts. Always available and willing to answer my questions I highly recommend!! ”

- Taylor

“I thought I knew enough about personal finance to make sound decisions, until I had a consultation with Phil. Phil seamlessly worked with me to create goals, and establish a reasonable plan to meet those goals. Meeting with Phil opened my eyes and showed me all the extra ways that I could have my money work for me”

- Kagame

“Phil has helped me discover the importance of saving for things that truly matter to you. With his coaching and guidance, I’ve been able to increase my savings over the past 6-8 months, actively invest in the stock market, and travel every 3-4 months.”

- Jenel

“I feel in control over my finances. I’ve learned how to set realistic financial goals that complement my life, rather than feel restricted and overwhelmed by a budget.”

- Alawna

“It’s not enough to have a budget or plan in your head, it must be written so that you can visit it to make sure you stay on track. Philip assisted me in realizing the value of putting a plan in writing. It helps to have a “picture” of where I’m going and the progress I’m making. He is passionate about what he does to help you help yourself. ”

- Pamela

“After graduating college & living on my own for a year, I realized I wanted to be more intentional with saving my money. I always hear seasoned people talk about what they “wish they would have done at my age” regarding their finances. Instead of wasting time, I decided to reach out to someone that I know and trust, Phil. Phil not only helped me changed my mindset about saving by helping me realize how simple it could be, but he also gave me resources to implement better habits. With his budget plan and his money saving tips, I believe I am on my way to generational wealth. Thank you so much Phil for all your help!”

- DeShawna

“Philip is my financial life saver!! His finance expertise and assistance helped me face my financial truths and set budgeting goals to save money. His budgeting approach is tailored to each individual needs. His advice led me to open up an online savings account, minimize unnecessary spending and identify where my money was going each month! I’m still using his budgeting plan every month to be a good steward over my finances. ”

- Mariska

“Philip’s financial and budgeting services were very beneficial. He did a great job in showing me ways to save money while still being able to maintain a level of enjoyability throughout all facets. His extensive breakdown of finances helped to slash credit card debt at a rate quicker than I previously was!”

- DJ

“Phil Dancy is an excellent financial coach. He does a great job of visually showing you where you can improve upon along with helping you create a realistic plan to succeed. He makes acheiving your financial goals actually doable!”

- AJ