Financial Coaching Alliance
Women of color have a strong desire to increase their financial knowledge to accumulate wealth, but they hold back from scheduling much needed appointments with a financial advisors or certified financial planners. Some of these women will take the necessary steps to meet with a financial advisor or financial planner, but don’t return after the first appointment or when they receive the list of financial documents needed to start the financial planning process.
As a seasoned financial advisor, I am aware of the setbacks experienced by financial professionals when they can’t seem to get their client to move forward with their expert recommendations. Women of color have unique needs and challenges during the various stages of financial planning and must have additional support to move past the roadblocks preventing them from trusting you and trusting the process.
Contact me today to learn how my financial coaching programs are a critical component to engage with your clients who identify as women of color. Using me as a resource for your clients is a proven strategy to boost the success of your firm and position you as a champion of the economic empowerment for women of color.