
Are you on track for the future you want?
You’ve worked hard for your money. Now it’s time to make sure your money is working toward the life you want to live.
Whether you're building wealth, preparing for retirement, wondering if you've saved enough, or trying to make smarter decisions with the money you've already accumulated, having a clear strategy can make all the difference.
$300
Best for: Newer investors who want to understand the basics and start investing with greater confidence.
We’ll review where you are today, discuss your goals, and help you understand the fundamentals of building an investment strategy that fits your life. You’ll leave with clearer next steps and a personalized Things to Do action plan.
$500
Best for: Investors who have gotten started but want more clarity about how to strengthen and grow their portfolio.
We’ll take a closer look at your current investments, discuss diversification, risk, goals, and opportunities for improvement, and identify areas that may deserve your attention. You’ll leave with greater clarity and a personalized Things to Do action plan for moving forward with confidence.
$750
Best for: Individuals who are beginning to think seriously about retirement and want to understand whether they're on track.
We’ll take a closer look at your savings, investments, retirement accounts, anticipated expenses, and retirement goals to identify potential gaps and areas that may need attention. You’ll leave with a clearer picture of your retirement readiness and a personalized Things to Do action plan.
$1,500
Best for: Established investors who have accumulated meaningful assets and want a more comprehensive look at how their investments and retirement plans fit together.
We’ll take a deeper look at your overall financial picture, including investment and retirement accounts, diversification, risk, asset allocation, retirement goals, and potential areas for improvement. You’ll receive a comprehensive Things to Do action plan designed to help you make more informed decisions as you prepare for the future.
$2,500
Best for: Individuals with significant investable assets who want a deeper, more comprehensive review of their financial and retirement picture.
We’ll take an in-depth look across your investment and retirement accounts, asset allocation, diversification, concentration risk, cash reserves, retirement income considerations, and long-term goals. This higher-touch engagement allows for deeper analysis, follow-up discussion, and a comprehensive personalized Things to Do action plan to help you identify priorities and make more informed financial decisions.

Investor • Early Retiree • Financial Coach
Founder of Brown Girls Invest Too™
After a 30-year career with AT&T, including working as a Long-Range Planning and Network Engineer, I retired at 49 and began creating a life centered around financial freedom, investing, travel, and living on my own terms.
I’m a longtime stock-market and real-estate investor with a master’s degree in Information Systems. My analytical background, combined with decades of real-world investing experience, shapes the practical and straightforward approach I bring to my financial coaching and consultations.
I founded Brown Girls Invest Too™ from my passion for helping Black women gain greater financial knowledge, become confident investors, and build wealth. That mission remains at the heart of the brand. Today, my individual consultations welcome anyone who wants greater clarity about their finances, investments, and retirement future.
I believe financial independence isn’t simply about accumulating money. It’s about creating choices—the freedom to decide how you want to work, live, retire, travel, and enjoy the life you’ve worked hard to build.
Financial guidance should feel understandable, practical, and personal.
At Brown Girls Invest Too™, you won’t get a one-size-fits-all approach. We start with your financial picture, your goals, your concerns, and the life you want your money to support.
My approach combines real-world investing experience, analytical thinking, and straightforward financial education to help you better understand where you stand and what deserves your attention.
Whether you're building your first investment portfolio, preparing for retirement, or managing significant assets, the goal is the same: to help you leave with greater clarity, confidence, and a practical path forward.
Sometimes a closer look at your finances reveals opportunities you didn't realize were there. In this real client conversation, we uncover “found money” and discuss how redirecting those dollars could help support bigger financial goals.
Cheryl once viewed investing as being too much like gambling, so keeping most of her money in a high-yield savings account felt safer. During our conversation, we explored an important question: What might be the cost of playing it too safe?
Sometimes building wealth isn't just about choosing investments. It's also about understanding the beliefs and fears that influence our financial decisions.
Choose the consultation that best fits your needs and take the next step toward greater financial clarity, confidence, and direction.
Your consultation package is designed to provide more than just time together. It includes the preparation, analysis, personalized guidance, and follow-up needed to give you a clearer understanding of your financial picture and actionable next steps.
Important Disclosure: Brown Girls Invest Too™ provides financial education, coaching, and consultation services based on personal experience, research, and general financial principles. Brown Girls Invest Too™ is not a registered investment adviser, broker-dealer, tax professional, or law firm, and the information provided through consultations, courses, reports, or other materials should not be considered individualized investment, tax, or legal advice.
Any investment examples, observations, or strategies discussed are provided for educational purposes. Clients remain responsible for their own financial and investment decisions and are encouraged to conduct their own research and consult with appropriately licensed financial, tax, or legal professionals when needed. Investing involves risk, including the possible loss of principal, and past performance does not guarantee future results.
Copyright © 2026 Brown Girls Invest Too™. All Rights Reserved.
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Join the Brown Girls Wealth Circle Classroom and get step-by-step lessons, a supportive community, and the confidence to start investing — no big budget or advisor needed.
Get the course for $197 today — this deal wont stay long!
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