Comprehensive Financial Planning for the Independent Woman

We help women take charge, and write their own financial story.

Comprehensive Financial Planning for the Independent Woman

We help women take charge, and write their own financial story.

Our goal is to empower our clients to create and preserve generational wealth.

We understand the unique financial challenges that many in the Black community face, and we are committed to providing the education and resources necessary to help our clients make informed decisions about their financial futures.

Learn More

Image for A more personal approach to financial planning

A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Image for Our Team’s Difference

Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Our Team

Services

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

We help build, manage, preserve and transition wealth for anyone!

Recent Blogs

4 Key Benefit of College 529 Plans

4 Key Benefit of College 529 Plans

Planning for your child's education can be overwhelming, especially with the rising cost of college tuition. One powerful tool that can help you prepare financially for your child’s future is a 529 plan.

4 Financial Professionals to Have on Your Team

4 Financial Professionals to Have on Your Team

Titles can get confusing so let's walk through the different types of financial professionals, their credentials, and what they do so you can select the right person for your needs.

2023 Reflections

2023 Reflections

Victory Loves Preparation

5 Tips for Charitable Giving This Holiday Season

5 Tips for Charitable Giving This Holiday Season

Planning to Give this Holiday Season? Here are few tips through the giving season.

Negotiating a Great Mortgage in a High Rate Environment

Negotiating a Great Mortgage in a High Rate Environment

Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra

4 Tips for Minimizing Financial Anxiety

4 Tips for Minimizing Financial Anxiety

Here are some things to consider if your financial anxiety is keeping you up at night.

5 Tips for Investment and Wealth Planning for Various Income Levels

5 Tips for Investment and Wealth Planning for Various Income Levels

5 Tips for Investment and Wealth Planning for Various Income Levels

Logo for AAAA
Logo for XYPN
Logo for NAPFA
Logo for FPA