Who we serve
Black professionals and families
Her stated reason for the work is representational as well as technical: by her own account, fewer than 1.9% of the profession reflects African American and Hispanic communities. That gap shows up as households who have never had a planner who assumed they belonged in the room.
First-generation wealth has different questions
Households supporting relatives, funding education without prior family precedent, and building assets without inherited ones face a genuinely different planning problem from an inheriting household.
The obligation nobody puts in the plan
Money moving to extended family is real, recurring and almost never a line item. Planning around it works better than planning as though it does not happen.
Financial trauma has a history as well as a biography
Her framing is that responses to money are trained by what happened. For many families, some of what happened was structural and preceded them.
Systematic investing, deliberately
Her published goal is to create at least 1,000 millionaires through systematic investing, on the stated basis that wealth is built incrementally and is available to everyone.
The published profile
What she publishes about who this engagement fits
One published client profile covers every group on this site — there is no separate offering for any of them:
- Individuals or couples ages 40–60
- Household income of $150,000+ — most clients are in the $250,000–$400,000 range
- Hybrid income: you earn both W2 and 1099 income
- Able and willing to commit at least a few hundred dollars per month — often $500–$750+
- You want to delegate complexity and work with a CFP®
And next to it, deliberately, the referral policy: We gladly accept referrals from our clients for their family, friends, and colleagues — regardless of present financial position.
What tends to bring people here
The events this group most often arrives with
Why this page exists
What this one is anchored to
No audience on this site is claimed because it would be useful to claim it. Each one is anchored to a documented talk, book, article, affiliation, or her own published client profile.
Anchor
Her documented statement on representation in the profession [CALL], the Dare 2 Dream Institute, the Generation X Community Association, and the CFP Board Center for Financial Planning Diversity Advisory Group.
I am credentialed, I’m credible, and I’m called.
One free hour. No numbers required.
Bring the situation, not the spreadsheets. She starts every first conversation with where you want to go, not what you have.