
Estate Planning for Families
Recently, I hosted a webinar with Ayana Johnson esq. of Johnson Legal in which we discussed the basics of estate planning including the definitions of estate planning concepts and documents as well as how emotions and relationships are part of the legacy planning process.

What is Cross-Class Growth?
Growing up low-income can have various effects on a person. Cross-class growth can shape the way we view ourselves, others, and our relationships with money and can significantly show up in our financial behaviors.

Self-Advocacy as a High Achieving Black Woman
High achieving Black women often have to advocate for themselves to be respected and treated fairly. There are mental, physical, and emotional tolls that come with that advocacy.

3 Tips to Navigate Family Conflict for Advisors
Navigating family dynamics as an advisor can be challenging. Use these tools to help conversations run smoothly.