Culturally Informed Financial Coaching for POC

Chris Capellan

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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
PowerPoint
Quickbooks

Industries

Personal Finance
Financial Services
Presentations

Work with me

More services

Accredited Financial Counselor® Financial Coach English/Spanish

STARTING AT

$75

fixed rate