Financial and Insurance Services for BIPOC and LGBTQ+ Communities

You deserve a safe space to build wealth and show up authentically.

Build Wealth.

Gain Confidence.

Find Community.

Feel Supported.

Empowering and Inclusive Meetups with Your Experienced Professional

The image displays a woman of color meeting with a financial expert via virtual call.

Complimentary Consultations


  • Get to Know Your Specialist
  • Get Financially Organized
  • Start Your Journey to Financial Independence 













Learn more
The image displays a black man looking down at a clock.

Convenient, Tailored Appointments


  • Choose the Time, Date, and Appointment Type that Best Aligns with Your Schedule
  • In-Person and Virtual Appointments Available
  • Tailored Topics that Align with Your Unique Goals










Learn more
This image displays a bipoc, lgbtq+ woman smiling while sitting at a park.

Empathetic, Experienced Professionals


Trained/Educated on Issues and Services:

  • BIPOC 
  • LGBTQ+
  • Individuals
  • Coupled/Domestic Partners
  • Married Persons
  • Polyamorous Partners 
  • W2 Employees
  • Traditional Business Owners/Entrepreneurs
  • Sex Positive/Non-Traditional Businesses
  • Families
  • Neurodivergent Persons



Learn more

Alata

Alice

Open Sans

Noto Sans

Bebas Neue

Great Vibes

Rock Salt

Exo

Belgrano

Overlock

Cinzel

Indie Flower

Staatliches

Roboto Slab

Lato

Noto Serif

Open Sans

Montserrat

Ubuntu

Rubik

Delius

Amiri

Montserrat

This image is of a luxury vacation location with villas floating over the sea.

Get the MOST out of your meetups.

  • 1. Schedule Your Complimentary Consultation

    It's as simple as pressing the Book Now button and choosing the  best time/date that works for your calendar.

  • 2. Come Prepared to Your Meetup

    Here's what to bring to your meetup:

    1. Work Benefits
    2. Existing Insurance Policies
    3. Individual Benefits/Investments
    4. An open mind to absorb new information (we love to educate and empower here)

  • 3. Schedule Your Next Meetup

    We value everyone's time and will do our best to accommodate requested meetup preferences; however, it's common that we get booked a few weeks out. 


    It's important to book your next meetup before your meeting is over with your specialist.

  • 4. Complete Assigned Tasks Before Your Next Meetup

    Your specialist may ask you to complete tasks outside of meetups.


    We do this to:

    • Give you time to process what was covered in the meetups 
    • Give you space to be intentional with your finances
    • Get the most value out of your meetups

  • 5. Build Sustainable Wealth

    Sustainable wealth is built slowly over time. Keep showing up, doing your tasks, asking questions, and booking your meetups. 


    We want to see you thrive on your path to financial independence! 

Share by: