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Uniquely Curated Financial Plans for You

We have a saying in our firm, "Start and end with your why."  

Our holistic financial planning approach starts with knowing your passions, what motivates you, and WHY all of these are important.  Because your plan is a multi-goal design, we want you to tell us all your dreams, both big and small.

What is equally important in your financial plan is understanding what barriers are holding you back.  We want to know what your experience was like with money growing up, and how you view money in your life.  For women+ of color, there are unique experiences and challenges from our upbringing and culture that have set the stage for our relationship with money.  Why does this matter?  It's from these experiences that impact how you make your money decisions.  We want to help you use those experiences as a reminder to be even more intentional with your money moving forward. 

Like pieces of a puzzle, we take a look at your existing income, resources and investments to put together a better picture of how you're currently working towards your goals.  We analyze different areas of your money to create and implement strategies to fill in the gaps.  Together, we build a roadmap that gives us more clarity on how to reach your financial goals.  

We understand that life changes -- whether it be a major life event or a set of new passions or priorities, we keep your goals and your WHY at the core of your plan.  The beauty of financial planning is the ability to adjust your strategies to align with what is most important to you no matter which stage in life you're in. 

From savings and becoming debt free, to saving for your first home, to planning for retirement and your legacy, we're there with you every step of the way to celebrate your wins and help you learn from and overcome obstacles.  Here are some of the areas we may cover:

Know Your (Cash) Flow

Know Your (Cash) Flow

  • Budgets are like diets... they don't work!  We help you create and keep a manageable spending plan optimize your cash flow.
  • Save time and decision fatigue with a consistent savings plan through automation. 
  • Saving and investing can only do so much to build your wealth.  We help you find ways to increase your income potential.
Build Your Wealth with Purpose

Build Your Wealth with Purpose

  • We'll review your employee benefits and help you maximize them.  
  • Learn how to keep more money in your pocket and less from Uncle Sam.
  • Have a large purchase in mind?  Let's figure out how to save for it.  
  • Save for your kids' college without sacrificing your own goals.
  • Learn to make your money work for you and your community through investing.
Achieving Financial Freedom

Achieving Financial Freedom

  • Want to know how much you need to invest to retire?  We'll help you know your numbers.  
  • We help small business owners go from Solo to CEO with the right business plans.
  • Our team approach to investing will find opportunities for portfolio growth potential while minimizing market risk.
  • We want you to maximize your income now and in retirement -- and we'll show you how to get there.  
Your Money, Your Legacy

Your Money, Your Legacy

  • Life happens and we want to ensure that your insurance plans are working for you by reviewing your different insurance plans: Life, Disability, LTC, Auto and Home.
  • Protect what you love and what you worked hard for through a comprehensive estate plan (with the help of our network of attorneys).
  • We help business owners with strategies to protect their brand, company and assets.
  • Learn how legacy planning is essential to diverse communities to break generational cycles of the wealth gap.

Are you ready to align your money with the life you want and deserve?  

Schedule Your Discovery Call today