Financial Plans That Fund Your Future

Designed for high-earning women of color with big ideas, big goals, big impact and bigger bank accounts to match. 

With Dare to Dream Financial Planning’s short- and long-term advisory services, you’ll get the guidance you need to become a financial powerhouse and change more lives:

Your own.
Your family’s.
Your community’s.


And do it intentionally with joy, flexibility, and harmony. 

HERE's HOW:

GO FROM FINANCIALLY CONFUSED TO FINANCIAL BADASS IN LESS THAN A SINGLE NETFLIX BINGE-WATCHING SESSION

GET financially lit in a day

For when 3:33 isn’t an angel number, but the time on your clock every weeknight because you can’t stop thinking about your financial struggles, stressing about calling your accountant back or wondering how the heck you’re going to make payroll. 

Consider this VIP Day your chance to stop your brain from depositing more anxiety, overwhelm, and confusion into the account of your life and business. 

It’s a done-for-you quick cleanup of your financial life (business and personal) by a CERTIFIED FINANCIAL PLANNER who specializes in the complexities that entrepreneurship brings to your life. 

results you can bank on:

Finally get true clarity on your current business profitability through up-to-date financial statements and a personalized profitability report.

Clarity for your profitability

Discover tangible ways to specifically target what revenue you need to hit to meet your business and personal goals.

BREAKDOWN YOUR REVENUE GOALS

Get a comprehensive view of your personal financial situation with a current net worth statement and cash flow prioritization plan. 

BIRDS-EYE VIEW OF YOUR PERSONAL & BUSINESS SITUATION

We deliver a clear actionable plan for executing your personal financial goals with confidence. 

GOAL-GETTING ACTIONABLE PLAN 

No more guessing. No more wondering where you should pay off your personal loan or set up a solo 401(k). No more crunching numbers to figure how to price, sell, and grow your business to build wealth sustainably - and on your own terms.  Just the clarity you need to make boss-level money moves. We run the numbers. We partner with you to create. You execute. Then pull out the good champagne to celebrate. 

Wepa! 

Here’s how we’ll do it: 

  • 5-hour VIP day (two 75-minute sessions at the beginning and end with a 60-minute working lunch)
  • Bring bookkeeping up to date (the prior-month end)
  • Business Financial Statements
  • Comprehensive profitability assessment
  • Comprehensive Personal Financial Report
  • 6-month personalized cash flow & action plan
  • 30 days of personalized support from the Dare to Dream Planning team

It’s time to get financially LIT in a day. 




your investment:

$3000 USD 
Pay-in-full or 2 payments of $1700

LET'S GET 
FINANCIALLY LIT!

WE PARTNER WITH YOU TO BUILD WEALTH YOUR WAY - NO SCRIMPING, JUDGMENT OR LATTE-CUTTING REQUIRED.

FUTURE PLANNING & WEALTH MANAGEMENT ON RETAINER

Yes, I can get you financially lit in a day. My team and I can get all your financial shit together and give you a plan to make those money moves in just a few hours. But true wealth-building that shifts the inequitable dynamics you and your family have faced doesn’t happen overnight. 

When you partner with Dare to Dream Financial Planning, we do more than just advise you, we make suggestions for your next steps.  We educate you on investing, personal finance, and more.

That’s why we don’t just consider ourselves a financial advisory firm; we consider ourselves your wealth-building partners. 

We’re on a mission to create 10,000 multimillionaire women of color.



HERE's HOW YOU CAN BECOME ONE:

  • Personal financial plan
  • Personal & business tax preparation
  • Monthly bookkeeping reconciliation
  • Monthly key metrics reports and progress report with
  • action items
  • Twice annual tax assessment and review
  • Quarterly progress-review meetings
  • Portfolio management up to $1 million USD


GOLD PACKAGE

  • Personal financial plan
  • Monthly key metrics reports and progress report with
  • action items
  • Twice annual tax assessment and review
  • Quarterly progress-review meetings
  • Portfolio management up to $500,000 USD.


SILVER PACKAGE

* minimum 12- month commitment




your investment:
$2000 / month*

BOOK AN INTRO 
CONSULTATION

your investment:
$1000 / month*

“I've always felt like I had a pretty decent handle on my finances until I realized how much I could benefit from a financial planning service that works with people like me. I saw Anna speaking at an Ally Bank virtual conference and was immediately interested in connecting with her.

 A few conversations later, we found ourselves in a very productive, professional, and enjoyable working relationship and I can confidently say that this has been one of the best financial decisions I've made in my life. 

She provided guidance, clarity, sound recommendations, and took the time to get to know me and my personal goals. I've recommended Anna to a few of my dear friends who are now working with her and I'm extremely happy with the progress I've made within the last year, as well as the future plans she and I created for years to come. She is an absolute joy to work with and I'd highly recommend her to anyone seeking financial guidance, expertise, or simply looking to revive their financial well-being. Thank you again, Anna. It's been a pleasure!”
We marry the qualitative (your dream lifestyle, personal and professional goals) with the quantitative (your finances).

The result? A financially abundant woman of color like you’ve never seen before. "

Hear how we’ve swept our clients’ financial anxiety away 

with clear, actionable plans and advice:

"

“I reached out to Anna from Dare to Dream Planning because I wanted to know how to optimize my finances considering I'm making a big career change soon. I want to make sure I prepare my finances before I make my transition. 

Anna is amazing. She is very knowledgeable, patient and answered all my questions. She listened to me and took into consideration my specific situation while structuring my financial plan and gave me specific recommendations to follow instead of just offering "one size fits all" financial advice. 

She even went above and beyond by reviewing my disability insurance and even sent me information on a better option I did not know of. 

I'm confident that by following Anna's recommendations I'm structuring my finances optimally to sustain myself during my career shift. This will be one less thing to worry about during this period of change. I highly recommend Anna to anybody who is looking for a financial planner who has their best interest at heart while working together."

Hear how we’ve swept our clients’ financial anxiety away 

with clear, actionable plans and advice:

"

YOU’VE DONE THE HARD PART: DARING TO STEP INTO A BOLDER LIFE.

READY TO BECOME A FINANCIAL POWERHOUSE?

Now it’s time to create one where money isn’t the pen writing your life story. Where money works for you, not you working for the money. Where your wealth can make a tangible difference in the lives of others. 
You are already your ancestors’ wildest dreams. 
With the right wealth-building strategies, you can go further than they ever imagined. You can live the life you desire, with the bank account, the security, the business, and the lifestyle to match. 

Envelop yourself, your family, and your lifestyle in a warm blanket of financial security…
Watch the fruits of your labor multiply and feed future generations and the community around you for years to come… 
Dare to Dream Financial Planning will work side-by-side with you to make those dreams of abundance your reality.

Let’s make money moves:


LET's get it started!

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ACHIEVE (MULTI)MILLIONAIRE STATUS.
BUT FIRST, LET’S BE FRIENDS.
FOLLOW US:

ACHIEVE (MULTI)MILLIONAIRE STATUS. BUT FIRST, LET’S BE FRIENDS. FOLLOW US: