As we embrace Financial Literacy Month this April, it's imperative to shine a spotlight on a crucial yet often overlooked aspect of wealth management in affluent families: open and transparent conversations about money. For over two decades working with affluent families in Houston, I've witnessed firsthand the transformative power of fostering a culture where money talks are not just encouraged but embraced. In my most recent blog post – “𝐌𝐨𝐧𝐞𝐲 𝐓𝐚𝐥𝐤𝐬: 𝐅𝐨𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐎𝐩𝐞𝐧 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐀𝐛𝐨𝐮𝐭 𝗪𝐞𝐚𝐥𝐭𝐡 𝐢𝐧 𝐀𝐟𝐟𝐥𝐮𝐞𝐧𝐭 𝐅𝐚𝐦𝐢𝐥𝐢𝐞𝐬” – I share a few common barriers families tend to have around financial discussions and how to overcome them. Click here to read the full article: https://ow.ly/UtGF50R7yVP #HoustonFinancialPlanner #HoustonFinancialPlanning #FamilyWealth #WealthManagement #RetirementPlanning #RetirementGoals #FinancialAdvice #FinancialTips #FinancialAdvisor #HoustonFinancialAdvisor
Green Financial Group’s Post
More Relevant Posts
-
As we embrace Financial Literacy Month this April, it's imperative to shine a spotlight on a crucial yet often overlooked aspect of wealth management in affluent families: open and transparent conversations about money. For over two decades working with affluent families in Houston, I've witnessed firsthand the transformative power of fostering a culture where money talks are not just encouraged but embraced. In my most recent blog post – “𝐌𝐨𝐧𝐞𝐲 𝐓𝐚𝐥𝐤𝐬: 𝐅𝐨𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐎𝐩𝐞𝐧 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐀𝐛𝐨𝐮𝐭 𝗪𝐞𝐚𝐥𝐭𝐡 𝐢𝐧 𝐀𝐟𝐟𝐥𝐮𝐞𝐧𝐭 𝐅𝐚𝐦𝐢𝐥𝐢𝐞𝐬” – I share a few common barriers families tend to have around financial discussions and how to overcome them. Click here to read the full article: https://ow.ly/WqSv50R7yVO #HoustonFinancialPlanner #HoustonFinancialPlanning #FamilyWealth #WealthManagement #RetirementPlanning #RetirementGoals #FinancialAdvice #FinancialTips #FinancialAdvisor #HoustonFinancialAdvisor
-
-
Comprehensive Wealth Management | Integrating Financial Planning & Investment Management Solutions | CERTIFIED FINANCIAL PLANNER® | Investment Manager | Financial Clarity | Business Exit Planning | Fiduciary
When I think about building a legacy I know I wish to pass down more than just my wealth. Just as I've cherished the experiences and values passed down to me, I find it essential to ensure my values and stories are preserved and passed on as I intend. I also believe in making sure we pass down financial wisdom to our children and grandchildren, ensuring that we not only provide for their needs but also empower them to thrive personally and financially. It's a legacy of financial literacy and security that can last for generations. #legacyplanning #financialwisdom #financialplanning #familyfinances #financialliteracy #financialadvisor
-
-
As a woman of color in finances, I'm breaking barriers and empowering communities by providing tailored services, bridging the wealth gap, and promoting financial literacy. Let's build wealth together! #Debtfree #financialeducation #womeninbusiness
-
Why Conversations About Family Wealth Matter. Embracing open dialogue about money empowers children with financial literacy and fosters a deeper understanding of the family's legacy. Start the conversation today for a financially savvy tomorrow. #NovemGroup #FamilyWealth #FinancialEducation #LegacyBuilding https://lnkd.in/eiurC4up
-
Financial literacy can change lives and empower generations. This is an amazing example of how the Goalsetter Foundation, in collaboration with the Wells Fargo Foundation and NYC Public Schools, did just that in Brooklyn, New York. #WeAreWellsFargo
-
Financial literacy can change lives and empower generations. This is an amazing example of how the Goalsetter Foundation, in collaboration with the Wells Fargo Foundation and NYC Public Schools, did just that in Brooklyn, New York. #WeAreWellsFargo
-
Financial literacy can change lives and empower generations. This is an amazing example of how the Goalsetter Foundation, in collaboration with the Wells Fargo Foundation and NYC Public Schools, did just that in Brooklyn, New York. #WeAreWellsFargo
-
Financial literacy can change lives and empower generations. This is an amazing example of how the Goalsetter Foundation, in collaboration with the Wells Fargo Foundation and NYC Public Schools, did just that in Brooklyn, New York. #WeAreWellsFargo
-
AVP, Recruiter @ Wells Fargo | I provide extensive expertise finding diverse, qualified talent in the financial industry!
Financial literacy can change lives and empower generations. This is an amazing example of how the Goalsetter Foundation, in collaboration with the Wells Fargo Foundation and NYC Public Schools, did just that in Brooklyn, New York. #WeAreWellsFargo
-
Helping Ethic Minority Communities build and Improve their Credit | Financial Literacy | Life Insurance | Credit | Public Speaker
🌟 Empowering Ethnic Minority Communities Through Financial Literacy 🌟 As an immigrant, I know firsthand the struggles of understanding the American financial system. Too often, our communities face challenges like living paycheck to paycheck, working excessive hours with little family time, and relying on GoFundMe during crises. These challenges can turn the American dream into a nightmare. To combat this, I’ve founded Yes Credit is Everything and partnered with Experior Financial Group to bridge the gap in financial literacy. Through these ventures, I have helped 100+ families and individuals in ethnic minority communities: ✔️ Build financial safety nets for emergencies. ✔️ Access accounts that grow wealth through compound interest. ✔️ Protect their income and secure their families’ futures. ✔️ Strategize for retirement with tax-free benefits. My mission: Empower you to take control of your finances, live your dream, and secure generational wealth. 📩 Ready to take the first step? Let’s connect and start building your financial future today!
-
