Do you only work with women of color?

Our clients and community come from different walks of life.  We welcome allies and like-minded, heart-centered humans who are motivated to put in the work alongside us to reach their financial goals. Modern Wealth Collective® was built with the intention to create a more inclusive space for money conversations.  We pride ourselves on a judgement-free space for you to be authentically you.

What if I’m not ready to invest in your financial planning services but still need guidance?

We believe in the power of our community and have a network of financial coaches who can help you get started with the fundamentals before you start working one on one with us.  No matter where you’re at in your financial journey, it’s important to have an accountability partner to be with you every step of the way.  You can also check out our Money Mentorship page to learn more about what our firm offers for new investors.

I have an old retirement plan from my previous employer.  Is that something that you can help me with?

 Yes!  We discuss in detail all your options available for an old retirement plan and then help you determine the best course of action.

I already work with a financial advisor/professional.  What makes you different?

We pride ourselves in a customized, wholistic approach to financial planning and are dedicated to providing our clients with a high-level experience.  We also understand the unique challenges that women of color and diverse communities face because we've gone through them personally. 

Whether you're a DIY investor that is looking for a "double-check" on making sure you're on track or if you’re working with someone and want a second pair of eyes to review what you have going on, we offer one-time Project-Based Focus Sessions without the long-term commitment.  

How much will it cost to work with you?

Investing in yourself goes beyond the numbers -- it's also about investing in your financial well-being.  Whether you're looking for someone to manage your portfolio, help you with strategy plannng or a combo of both, we got you covered.  Check out out "Work with Us" page to see your investment in our services. 

Can I cancel my monthly membership at anytime after the first year?

Yes!  Your monthly membership can be canceled at any time after the first 12 months.  Because your financial goals and priorities will change over time, your financial plan needs to reflect those changes.  The Financial Wellness Membership is designed to cover the ongoing management and advice of your financial plan.  Prior to cancelling your membership, your advisor will talk with you about what your client experience, service platform and expectations will look like moving forward.