Holistic Wealth Planning
Our holistic financial planning approach starts with setting our intentions for our meetings. We want to know 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 the barriers that 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. Our holistic financial planning approach helps you to use those experiences to be even more intentional with your money moving forward.
Alongside your wealth advisor, we use your goals as our roadmap to analyze different areas of your money. We create and implement strategies to help you reach your financial goals. We understand that the course may change along the way, whether it be a major life event or a set of new passions or priorities, but we keep your goals 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:
