Work With Me
I help Black women create financial plans, invest, and relieve financial stress
Secure the Plan
For Your Personal Life
Mind Over Money provides personal and tailored financial planning services to Black women ready to take the next step on their financial journey. No matter what the goal is, we want to help you get there. Through our Secure The Plan services, you receive one on one guidance and support, helping you navigate the potential and power of your money and finances. Whether you are looking to get started or need to get back on track with ongoing support, Secure The Plan is for you. If you are looking to gain confidence around your money and reach a more secure financial future, let’s start the journey now.
- Comprehensive Financial Plan
- Monthly & Annual Budget
- Credit & Debt Payoff Plan
- Student Loan/ Ed Planning
- Tax Planning
- Investment & Business
- Retirement Planning
- Estate Planning
- Implementation Assistance
- Execution Assistance & Preferred Provider
- Quarterly Progress Meetings
Secure the Plan
For Your Business Finances
Mind Over Money provides a customized financial planning solution to Black women business owners. Black women are the fastest growing group of entrepreneurs but the least likely to receive funding for their ventures. We help clients create and set up their business financials from operations budgets to bookkeeping to key man (woman) insurance to employer sponsored retirement programs and everything else in between. No need to piecemeal your financial team, our firm is a full service boutique that specializes in serving black women entrepreneurs.
My programs are for you if....
What You'll Learn
Replace destructive and counter productive financial habits with money habits that accelerate wealth building
Let me help you get to financial F.R.E.E.D.O.m.
F: Find it. Learn how our services can bring your financial goals to fruition through a personally tailored financial roadmap.
R: Reveal it. Gather all relevant financial information and personal data to kick off the process. Providing these details will help us reveal and understand the state of your finances
E: Elevate it. With all of the information provided, we will have our first meeting together understanding how we can create a plan that elevates you to where you want to go financially.
E: Empower it. We will create an initial financial plan that empowers you to improve your daily financial habits.
D: Discover it. Mind Over Money will present investment strategies and other long-term objectives to paint a clear picture that will help you discover the exact route needed to reach your desired financial goals.
O: Own it. This entails regular maintenance meetings that happen on an ongoing basis. The advisor will assist with the application and execution of strategies and recommendations alongside you.
M: Make it real. You will have the time to implement strategies to see your growth and development. Mind Over Money will be here to help every step of the way.