As the Founder of The Brands and Bands Strategy Group, I guide individuals and families through the three phases of money with Financial Planning and Financial Education: -Wallet Creation: Establishing financial foundations with goal-setting, budgeting, and saving.-Wealth Creation: Building assets through investing, retirement planning, and real estate.-Wealth Management: Growing and protecting wealth for generational transfer and long-term security.I believe financial planning should be accessible to everyone, not just the affluent. My mission is to simplify complex financial concepts into actionable steps that empower people to take charge of their financial future.Accolades & Features:LinkedIn Top Voice and JCSU 40 Under 40 honoree.Featured in The Washington Post, Fast Company, USA Today, Bloomberg, CBS News, and more.Speaker at events for organizations like The National Urban League, Facebook, and Columbia University, sharing insights on personal finance and financial wellness.My journey into financial education began with managing limited resources while working within Financial Services and grew into a career helping others achieve their financial aspirations through content creation. With a foundation in behavioral finance and marketing, I work with individuals and organizations to align their financial goals with achievable outcomes.Partnerships & Collaborations:Public Invest, Commonwealth, Google, and more.Beyond financial planning, I collaborate with corporations and organizations to design financial wellness and financial education programs that promote inclusion and empower employees to achieve financial security. Some people need more money, some people need money to manage, and there's some that's a combination. Let’s connect to explore how I can help you, your family, or your organization navigate the path to financial confidence and success.
Listed skills include Media Relations, Social Media Marketing, Integrated Marketing, Marketing Communications, and 46 others.