My journey to financial freedom began when I almost lost my home to foreclosure in 2013. This crisis was a turning point that forced me to reevaluate my approach to money and set me on a path to becoming financially wise. After years of trial and error, I finally figured everything out and became a certified financial coach, educator (CFEI), author, and insurance professional. My commitment is to help ambitious women of faith, like you, manage money wisely. Through my proven framework, the 'Financial Rescue Plan,' I provide a blueprint for Managing, Making, and Multiplying your money.
If you are drowning in debt and need help resurfacing, I can help you understand your overall financial picture and develop a plan. Having a plan can bring a sense of security and relief, and I'm here to guide you every step of the way.
You’ll work together to create a full, personalized spending plan for paying your bills, spending, saving, investing, and non-monthly expenses. Aka everything. 💸 To purchase or attend a 1:1 session or group workshop, you must be located in the Bahamas, including family Islands.
Want to take control of your spending and pay down debt, but not sure where to start? This 1:1 session with a financially wise planner can help you do both. You'll start with a deep dive into your daily expenses and budgeting challenges so that you can create a full spending plan together — including how much you can pay toward debt. Then we'll take a closer look at all your debts and help you make a strategic plan to pay them off. (This is the kind of multitasking we can really get behind.)
Retirement may be your most distant financial goal, but it’s also your most expensive — so it’s best to get the ball rolling as early as possible. At financially Wise, we believe a retirement plan should be the foundation for all your other goal planning. In this session, you and a financially Wise planner will tackle the basics together: You’ll go over your retirement account options, then make a plan to start or keep investing (and catch up if you need to).
Maybe you’ve started dreaming of homeownership lately, but you’re not sure what comes next. How much home can I afford? How much do I need for closing costs — and do I truly need a full 20% down payment? How does one actually obtain a mortgage? A financially wise planner can guide you through the process of becoming a homeowner, be it three months or three years from now. Wherever you’re at in your journey, we’ve got answers (and some strong opinions on paint colors!).
Life is unpredictable, and having an emergency fund in place is essential for weathering unexpected financial storms. We help our customers establish and grow their emergency funds, providing guidance on how much to save and where to keep their funds to ensure they’re prepared for whatever the future may hold.
Financial wellness is a journey, not a destination. That’s why we’re committed to providing ongoing support and guidance to our customers every step of the way. Whether they have questions about budgeting, investing, or retirement planning, our team is always here to provide personalized assistance and help our customers achieve their financial goals.
Bahamian women are rescuing their finances by starting businesses, enhancing financial literacy, and building supportive networks. These efforts help them make better financial choices and strengthen their economic independence, positively impacting their communities.
Embark on a journey of empowerment with "Financially Wise," an anthology that celebrates the essence of Bahamian women's excellence. Join me as I share my personal story of resilience and faith, showcasing how the principles of Proverbs 17:16 have been my North star through financial challenges to triumph. Within these pages, discover the 7 pillars to building a solid foundation, overcoming obstacles, and pivoting from fear to provision. Take the first step towards a more secure and fulfilling financial future by joining me on this transformative voyage to becoming Financially Wise for Life!