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Navigating financial decisions isn’t easy. It’s hard enough finding the time and energy to manage your finances, let alone feel confident you’re on the right path. You might wonder…
► Am I doing it right?
► Is it even possible to become financially secure?
► Will I be able to afford the lifestyle I want? How?
► How can I improve my finances? Where do I even go?
Unfortunately, most of us don’t receive financial education in school, or even at home. And when we do, it’s often incomplete.
There’s so much more to personal finances than budgeting, saving, and earning money at a job.
We have to make sure we’re opening the right accounts, getting the proper insurance policies, and paying our debts intentionally. We have to heal our relationships with money, and learn to invest on our own. And that’s still just the tip of the iceberg.
How can we be expected to get it all together and become “financially free” if no one has ever taught us how?
I maintain a limited roster of clients to ensure I give each and every one of you the proper focus, time, and attention during our 6-month engagement.
Improve your relationship with money with hands-on help from Lissa Prudencio, Accredited Financial Counselor®. Lissa will work with you over the course of 6 months as your money confidante. You’ll tackle immediate money challenges & pave the way for long-term financial wellness.
Get the guidance you need on all things finance by working with personal finance expert, Lissa Prudencio, AFC®.
► Accredited Financial Counselor®. This means I’m a trained counselor and fiduciary committed to doing what is best for you.
► YNAB Certified Coach. I’m trained to coach you on setting up and using YNAB as your budgeting tool. Available as an add-on!
► Founder, Wealth for Women of Color. I’m a trusted source for financial education on YouTube, TikTok, and Instagram.
Build your financial foundations, build wealth, and achieve your financial goals.
In 6 total sessions over a 6 month span, you’ll work through getting your finances on track to financial security.
We start with a 90-minute session to explore your financial goals and relationship with money. We’ll talk through your money story, values, and needs, and define what financial success can look like for you.
We’ll calculate your baseline metrics, primarily a Cash Flow Audit & Net Worth calculation, to check up on your current financial health.
We’ll clarify areas of focus & specific actions you’ll take to improve your personal finances.
These check-ins will cover a variety of topics. For example:
In our final session, I’ll provide recommendations on how you can continue progress beyond coaching.
You’ll also be able to purchase continued coaching at a discounted rate, as needed.
If no one has told you, it’s possible to…
Ready to get started? Book your package to kick things off!
We'll schedule your first session, a 90-minute Deep Dive into your finances.
We'll meet regularly (5 1-hour sessions) over the course of 6 months, to discuss and implement your financial game plan.
ALL clients will receive guidance in:
In addition to 6 coaching sessions, you’ll receive:
Additionally, all clients have unlimited e-mail support to ask questions while you’re an active client.
We know this can be a big commitment! If you have questions about this program, let’s talk. 🙂
Welcome! I created Wealth for Women of Color shortly after taking classes to become a CERTIFIED FINANCIAL PLANNER™.
I already knew barriers to wealth existed for women of color based on my experience as a child of immigrants and also, you know… systemic oppression and marginalization. But being exposed to financial planning curriculum solidified to me that we need more voices that can speak to women of color about finances. The world of wealth is normalized for old, rich white men, and not for women, especially women of color.