WEBINAR
Here at Dare to Dream Financial Planning, we’ve fine-tuned a proven process to take you from overwhelmed, frustrated and anxious about your finances to confident financial powerhouse.
Press play on your wildest, most abundant, richest dreams to learn about the process:
THE GPS FOR YOUR FINANCIAL LIFE
Here’s a secret the internet “financial experts” won’t tell you:
You don’t need a large portfolio or your finances together to benefit from a financial advisor’s guidance.
WHY YOU NEED A FINANCIAL ADVISOR
So, you want to do better with your money, right? Well, a financial advisor does more than that. We do more than help you pick the right investments. We’re not brokers.
The truth is, a good financial advisor isn't good for stock picking. We’re not the next Warren Buffets, and we’re not going to find you the next Amazon. But what we will find is the best way to make the right financial decisions to reach your goals.
Let's say you aspire to start a business, leave a large inheritance to your child, buy your parents a retirement home, etc. You may even be taking some action towards that goal but aren't sure whether it's the “best thing to do.” You need someone to tell you your aspirations are possible and aren't going to hinder your long-term financial successes.
As an advisory firm for high-earning and entrepreneurial women of color, we approach your finances and goals differently:
Dare to Dream Financial Planning serves as the GPS for your life. As you contemplate starting a business, changing careers, having another child, relocating to another place, we are your resources to figure out your next steps.
- We find ways to remove financial stress from your life.
- Serve as a sounding board for your ideas.
- Educate you on the way the rich folks do things.
- Identify your blind spots because you're not used to thinking about money or projecting long-term about money in a multi-decade, legacy-focused way.
Dare to Dream Financial Planning serves as the GPS for your life. As you contemplate starting a business, changing careers, having another child, relocating to another place, we are your resources to figure out your next steps.
WOMEN OF COLOR NEED A DIFFERENT FINANCIAL APPROACH
CONFIDENTLY WALK IN THE DIRECTION OF YOUR DREAMS
While we don’t wave a magic wand to make it happen immediately. We cannot take your current state-no assets, never willing to say no to any expense, or YOLO all-day, everyday lifestyle and turn you into a billionaire with great stock picks.
Wealth-building with a financial advisor is a collaborative effort.
Like Iyanla says, you must do your work.
If you are:
Wealth-building with a financial advisor is a collaborative effort.
Like Iyanla says, you must do your work.
If you are:
- 1,000% committed to changing the financial trajectory of your family.
- You are an entrepreneur or employee earning $200,000+ per year.
- You’re seeking to learn and deepen your knowledge of investing, personal finance, etc.
- You want a partner in your wealth-building- someone to support you in your decision-making and encourage you to take action towards your goals.
HOW WE MAKE IT HAPPEN
CUSTOMIZED FINANCIAL PLANS FOR MAKING YOUR WEALTHIEST DREAMS COME TRUE
Every powerhouse that steps through the virtual doors of Dare to Dream Financial Planning receives a carefully crafted, custom plan based on their lifestyle, business, monetary and personal goals.
Whether you’re trying to get financially lit in just a day or get long-term wealth-building support, we handcraft a personalized financial plan that makes your dreams of security and wealth entirely possible.
Here’s a preview of what that looks like:
Whether you’re trying to get financially lit in just a day or get long-term wealth-building support, we handcraft a personalized financial plan that makes your dreams of security and wealth entirely possible.
Here’s a preview of what that looks like:
GET A PREVIEW OF YOUR FINANCIALLY
LIT LIFE & BUSINESS
Consider us an indispensable resource in your financial toolbox. No matter the decision, you never have to make it alone with Dare to Dream Financial Planning. Use us as your financial sounding board for the small and big money moves in your life. As a firm with people of color at our helm, we know just how intimate the topic of money can be. That’s why we pride ourselves on these ideals:
MAKE YOUR FINANCIAL
DREAMS COME TRUE
we are more than just
financial planners.
No shame. No guilt. No judgment.
We’ll keep it 100 with you, but we do so in a caring way. We’re your partners, after all.
We just want you to win. So you can rely on us to be transparent, understanding, and here for you every step of your financial way.
From investing, retirement, hiring, and increasing your profitability, funding your children’s education, and flying the entire family first-class to your bucket list dream vacation spot, you can trust us to have your back.
Together, we’ll show you how to color outside the lines of what you’ve thought is possible financially.
Together, we’ll ease your fears and anxieties around money.
Together, we’ll dare to dream and, most importantly, plan to achieve your personal and professional goals.
We’ll keep it 100 with you, but we do so in a caring way. We’re your partners, after all.
We just want you to win. So you can rely on us to be transparent, understanding, and here for you every step of your financial way.
From investing, retirement, hiring, and increasing your profitability, funding your children’s education, and flying the entire family first-class to your bucket list dream vacation spot, you can trust us to have your back.
Together, we’ll show you how to color outside the lines of what you’ve thought is possible financially.
Together, we’ll ease your fears and anxieties around money.
Together, we’ll dare to dream and, most importantly, plan to achieve your personal and professional goals.
