I am a physician with an immense passion for personal finance.
I started my company after realizing the lack of diversity in the personal finance space. For African-Americans and other minority groups, we learn financial literacy after making costly mistakes with our money. These mistakes can cost us hundreds of thousands of dollars in the future due to our lack of investing in cash-flowing assets. My mission is to be a change agent. People need to learn about money and to use their money as a tool so they can retire with dignity and peace of mind.
I specialize in helping individuals identify and achieve their personal finance goals by developing a healthy budget, an investment plan, a debt pay-off plan, obtaining the appropriate insurance, and enjoying their money on things they value. I take great pride in the progress and success of my clients and look forward to helping you.