Turn 10,000 female entrepreneurs and high-earning career women into multimillionaires to shift the inequitable financial dynamics of our society.
We give female entrepreneurs of color who earn between $200,000 and $4 million per year the blueprint to structure their personal and business finances for impact, flexibility, and to build wealth.
We strive to help women of color reclaim the agency they deserve but have been robbed of by scarcity and the systemic inaccessibility of financial information. Every woman of color who is willing to work hard and shoot for the stars can achieve her dreams. You have the raw materials needed to shape your family's trajectory forever. You just need to work intentionally to achieve it. And that’s where Dare to Dream Financial Planning comes in.
Money is not evil, and we are not bad people for wanting to be wealthy.
It’s time to create a world where women of color live lives they want to live and no longer live the small, palatable version we’ve been told is acceptable. It’s time to live in a world where women determine their life direction, not their money.
Women and People of Color have lived life based upon society's limitations for entirely too long.
It's our time to reclaim our agency and to intentionally, thoughtfully craft the life we want to live and the impact we want to have.
It is up to us to craft and create the lives we want to lead.
We recognize external forces, but also know that the buck of our lives stops with us as individual creators of our life.
We each have the right to show up as our true, authentic selves, whether that is palatable to others or not.
It is not our job to please people or make ourselves small to fit anyone’s idea of who or how we should be.
We have a right to live abundantly- in time, financial resources, love, and joy.
Times of scarcity and fear-based life decisions are no more. We have all we need to succeed. We live boldly and choose to show up as our full selves.
We are not seeds cast into the wind.
We are lovingly planted in rich fertile soil of family, friends, and culture.We cannot forget where we come from and act as if we have done it all on our own.
We acknowledge the collective and ancestral contributions to our success, and act accordingly by paying those efforts forward to our chosen tribe.
We have the right to become, live, act in our life according to our internal compass.
We will no longer live lives determined by society's, friends', family's, or our partners' desires for us.
We live intentionally for self while also joyfully pouring into our community.
As a business owner or high-earning employee, you’ve relied on your CPA to show you how to save taxes.
But CPAs aren’t trained to be proactive and take into account the health and wellness of your personal AND professional finances.
They’ll keep you from forking out dollars to Uncle Sam, but they won’t tell you how to achieve your goals.
Sure, your CPA will advise you on how to pay yourself as a CEO. But will they create a multi-year compensation plan for your salary that considers significant changes in your life like marriage, children, or buying your dream home?
But we do.
Anna is a proud Puerto Rican, Gambian- American entrepreneur who is committed to showing women of color what is possible. Anna spent nearly a decade in wealth management, advising ultra-high net worth families ($5 million+ USD+ net worth) to grow and secure their wealth for generations to come.
She left corporate America in the hopes of giving women like her- black women, Latinas, daughters of immigrants who were brave enough to become entrepreneurs the blueprint for leveraging their businesses and building family-changing wealth.
Having spent her childhood watching the strong women around her live lives dictated by their bank balances, she’s on a mission to rewrite the money stories of women of color entrepreneurs.
Her unique Financial Powerhouse framework gives WOC the blueprint, freedom, and wealth to create the lives their mothers and grandmothers never allowed themselves to imagine.
Anna is among a small, but elite group of BIPOC CERTIFIED FINANCIAL PLANNER® certificants trained to give comprehensive, holistic financial advice. She is a 2x winner of Investment News’ “Top 100 Influential Financial Advisors” and has been featured in well-known publications such as Bloomberg, CNBC, VICE News, The New York Times, Financial Planning, RIA Intel, Think Advisor, and Next Advisor.
When she’s not helping women become millionaires or not calling out the toxic finance bros, you can find her spending time with her three beautiful daughters and amazing husband, bopping to Bad Bunny or listening to a personal development podcast.
Shelly is our operations maven, dedicated to providing high-quality support to the Dare to Dream Planning team. She effectively facilitates internal and external communications and will happily connect you to essential information and resources. It is her passion to diligently and thoughtfully empower others to be their best selves and achieve their goals. Shelly resides in Southwest Louisiana and enjoys reading poetry, watching documentaries, and spending quality time with loved ones. One of her favorite quotes is “Do the best you can until you know better. Then when you know better, do better.” (Maya Angelou)
Enough about us. Let’s talk about how we can leverage our expertise to turn your dreams into millions and change your legacy.
It’s time to meet your most abundantly rich financial powerhouse self.
But first, let us tell you how we’ll get you there.