Interested in booking me
for your next event?
I specialize in personal finance topics particularly those related to women, people of color, high-earners, and entrepreneurs.
AS FEATURED IN
Signature Presentations
Closing The Personal Wealth Gap
(For Women*, For Black Women*, For People Of Color*)
*This presentation can be customized for your particular audience. The gender wealth gap and the racial wealth gap are two separate topics. Depending on your audience, the presentation can be customized to cover both lenses or just one.
This is an interactive and fun presentation to finally demystify how others have been able to build wealth and what you can do to improve your own financial health. You’ll get the clarity you need and the behind-the-scenes take from an advisor who has worked with hundreds of high-income and high-networth clients.
In this presentation, you’ll:
- Understand the top wealth barriers you face and how to mitigate the effects.
- Discover the not-so hidden levers in our financial system that helps others build wealth and how you can take advantage too.
- Learn a framework for financial independence and how to lay the right foundation for your freedom.
- Learn the common mistakes people make and how to avoid them in your finances.
- Learn how to set realistic financial goals that you can accomplish for momentum.
- Learn how to optimize the one asset that will pave your path to wealth.
Materials Available Include: Companion Worksheet For Presentation
Master Your Business & Personal Finances
*This presentation can be customized for your particular audience.
You are a small business owner with a fast-growing enterprise. You’ve crossed the $300k revenue line, maybe even $500k or $1M on your own. The only think that’s missing is that you don’t have proper financial controls, strategy, or even an understanding of what your personal and business money goals should be. You know every business owner needs a tax person, you have one. But yet, you are still overwhelmed or underwhelmed because you don’t have a forward looking plan. There’s money coming in, but you suspect your resources aren’t working as hard as you are. What metrics should you be paying attention to? Who do you even need to hire? We’ll cover it all.
In this presentation, you’ll:
- Learn how to avoid the common mistakes business owners make with their business, and personal finances.
- Understand the 3 types of professionals you may need as a business owner
- The key metrics to monitor to improve the financial health or your business, and your personal finances.
- Gain insights to decide how you want your business to help you build your personal wealth.
Planning For The Unexpected: An Intimate Workshop For Extended Families
*This presentation can be customized for your family.
This presentation was created to help extended families understand the importance and implications of financial planning.
In this presentation, you and your family will:
- Learn about the importance of life insurance, the various options available, and how to go about determining coverage and steps to getting coverage.
- Learn about the importance of disability insurance, the various options available, and how to go about determining coverage and steps to getting coverage.
- Learn more about estate planning and how this impacts your overall family wealth, and how to go about getting your documents completed.
Personal Finance 101 For Early Career
(For Lawyers, MBAs, Doctors)
*This presentation can be customized for your particular audience.
Are you an early career professional who wants to get better at managing your money? You might be juggling student loans, the expense of work-life, and the seemingly never-ending milestones that are a part of getting older. You want a positive net-worth, and you want to feel on-track for your financial goals. This no-nonsense presentation has stripped out all of the noise to help you understand exactly what you need to be doing to achieve your financial goals.
In this presentation, you’ll:
- Understand the wealth barriers facing high-income professionals like you and how to mitigate them.
- Gain clarity on your earning power and how to let your money work for you.
- Understand the six areas of focus that will help you build and maintain your wealth.
- Have a framework for developing an ideal budget to prioritize your various financial goals.
Materials Available Include: A sample budget customized by profession, checklist of important financial tasks
Past Speaking Engagements
- Speaker: Shearman & Sterling, Personal Finance 101 For Big Law Associates
- Speaker: Cornell University (Johnson), “MBA To Millionaire: Strategies For Building Wealth After B-School”
- Panelist: XYPN Conference; “Finding Your Fee Sweet Spot”
- Speaker: American Express (Women’s Interest Network); “Closing The Wealth Gap For Women”
- Speaker: Betterment; “Closing The Wealth Gap For People Of Color”
- Panelist: NAPFA Conference; “3 Successful Firm Owners Working Virtually With Gen X & Y Clients”
- Panelist: XYPN Conference: Solving the Mystery of Technology To Get The Tools You Need From Day 1
- Speaker: EdLoc Conference: Strategies For Black & Brown Financial Wellness
- Speaker: Chief; Managing Your Finances Amidst Volatility
- Speaker: EDLOC; “Planning Fundamentals for Uncertainty & Beyond
- Guest: Those African Chicks Podcast: Building A Financial Safety Net During A Pandemic
- Guest: Pretty In Pink: All About The Benjamins
- Guest: Planning For Marriage, From Weddings to College Funds
- Speaker: Shearman & Sterling, Personal Finance 101 For Young Lawyers
- Speaker: Cornell University (Johnson), “MBA To Millionaire: Strategies For Building Wealth After B-School”
- Panelist: XYPN Conference; “Finding Your Fee Sweet Spot”
- Speaker: American Express (Women’s Interest Network); “Closing The Wealth Gap For Women”
- Speaker: Betterment; “Closing The Wealth Gap For People Of Color”
- Panelist: NAPFA Conference; “3 Successful Firm Owners Working Virtually With Gen X & Y Clients”
- Panelist: XYPN Conference: Solving the Mystery of Technology To Get The Tools You Need From Day 1
- Speaker: EdLoc Conference: Strategies For Black & Brown Financial Wellness
- Speaker: Chief; Managing Your Finances Amidst Volatility
- Speaker: EDLOC; “Planning Fundamentals for Uncertainty & Beyond
- Guest: Those African Chicks Podcast: Building A Financial Safety Net During A Pandemic
- Guest: Pretty In Pink: All About The Benjamins
- Guest: Planning For Marriage, From Weddings to College Funds
Speaking Frequently Asked Questions
What are your fees associated with your speaking engagements?
- In-Person: $5000+ and travel & accommodations
- Webinar/Virtual Presentations: $2500+
- In-Depth or Custom Workshops: $5000+
- Low-Fee or Pro-Bono Speaking Requests: Evaluated on a case by case basis depending on availability, audience, and organization
What's included?
- A 30-60 minute event planning call with organizers to align on goals and logistics
- Pre-event audience survey to uncover their needs & interests (if applicable)
- Email List & Social media promotion of event (if applicable)
- Final Event or Workshop Presentation
What if I have further questions?
- Feel free to send an email.
Request a Proposal
I’m ready to help your audience become more financially productive and fulfilled.
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