Culturally Informed Financial Coaching for POC

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About this service

Summary

My background as an Accredited Financial Counselor® and my deep roots in the Afro-Caribbean and Latinx communities allow me to offer uniquely empathetic and culturally aware financial coaching, tailored to the specific challenges faced by traditionally marginalized communities.

What's included

  • Personalized Financial Plan

    I provide culturally informed 1-on-1 financial coaching for people of color and Latinx individuals, including personalized financial guidance and comprehensive financial plans to help them accomplish their financial goals.

  • Personal Finance Workshops

    Develop and facilitate customized personal finance workshops for culturally diverse audiences, including traditionally communities, that are culturally sensitive and meets individuals where they are. Workshops offer empathetic and practical guidance on budgeting, savings, debt elimination, credit building, insurance, estate planning, and first-time home buying.


Skills and tools

Financial Advisor

Financial Consultant

Business Consultant

Calendly

Microsoft Excel

Microsoft Excel

PowerPoint

Quickbooks

Quickbooks