Aug 17, 2021
This is the “Know Better, Do Better” series born from the countless conversations two CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore, have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They want to help you gain financial confidence and clarity to control your destiny.
In this episode, Chloé and Lauryn talk with three other CERTIFIED FINANCIAL PLANNERs™ to share tips on how to help women of color get ahead financially. As minority women in the financial industry, they all have experience working with other women of color and see the trends and common challenges that they face. Guests include:
- Rianka Dorsainvil, CFP® and co-CEO of 2050 Wealth Partners. Rianka serves as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance Contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations.
- Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors - a financial planning firm serving physicians and business owners virtually across the US. Prior to launching her own firm, Anjali spent over 6 years working with Fortune 500 clients at a top 4 accounting firm, PricewaterhouseCoopers, and 2 years with a large, prestigious financial planning firm serving high net worth individuals.
- Angela Moore, CFP®: Founder of Modern Money Education. She is a passionate, outspoken financial literacy activist and has over 15 years of experience in the financial industry. Angela has served as an Executive Board Member of the Financial Planning Association of Miami and is a member of the XY Planning Network and the National Association of Personal Financial Advisors. Angela was honored by Brickell Magazine as one of Miami’s Top 20 Professionals Under 40 in 2018 and by Business Insider as one of the top financial advisors for millennials.
In this episode they share:
- Considerations for women that are the breadwinner of the family.
- Tips for handling finances in your relationship
- Why you need to focus on cashflow
- The importance of understanding how your past, family history, culture, and other elements can impact the way you think and feel about money
- Why you need to develop a financial plan that resonates with you
- How you can continue to offer financial support to family members without breaking your budget (and why you may need to include this line in your financial plan)
- Scarcity vs abundance mindset
- Considerations for women of color in corporate settings
- The importance of estate planning
Shared quote: “If I didn't define myself for myself, I would be crunched into other people's fantasies for me and eaten alive.” - Audre Lorde
Resources
- Planning for Aging Parents
- Black first-generation wealth builders need to put on their own financial ‘oxygen masks’ first
- S01 EP05: How To Be Your Bold, Authentic Self In The World Of Financial Planning
If you want to further connect with Lauryn Williams:
- Instagram: @worthwinning
- Twitter: @worth_winning
- Facebook: @worthwinningfp
- LinkedIn: @lauryn-williams
If you want to further connect with Chloe Moore:
- Instagram: @financialstaples
- Twitter: @finstaples
- Facebook: @finstaples
- LinkedIn: @chloemoore
If you want to further connect with Rianka Dorsainvil:
- Instagram: @rianka_d
- Twitter: @Rianka_D
- Facebook: @RiankaDorsainvil
- LinkedIn: @riankad
- https://www.2050wealthpartners.com/
If you want to further connect with Anjali Jariwala:
- Instagram: @anjalifit
- Twitter: @AnjaliFIT
- Facebook: @FITadvisors
- LinkedIn: @fit-advisors
- https://fitadvisors.com/
If you want to further connect with Angela Moore:
- Instagram: @modernmoneyeducation
- Twitter: @modernmoneyedu
- Facebook: @modernmoneyeducation
- LinkedIn: @angelamooremma
- http://www.modernmoney.education/