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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Black Americans, Business Owners, High Earning First Generation
Major Milestones I Specialize In
Buying a Home and Relocation, First Job and Career Entry, Retirement Planning, Starting a Business
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I don’t sell financial products, manage portfolios, or charge percentage-based assets under management (AUM) fees. As an advice-only, flat-fee CFP® Professional, Enrolled Agent (EA) and Real Estate Agent (MO), my only allegiance is to you. My process is built on two strict pillars: Defend and Direct. Defend: If you are facing IRS issues, or back tax problems, I step in to represent you before the Government immediately. I focus on achieving and maintaining "Good Standing" status with the IRS, without over paying. Direct: Once protected, we look forward. I focus on your current financial situation and your long term financial goals and what steps could be taken to accomplish them. This includes; Financial Coaching; Cash Flow Management, Saving, Debt Management, Tax Planning, Retirement Planning, Real Estate Planning, Business Planning, Estate Planning and more. What to expect: Zero sales pitches, and a concrete action plan.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.