"Am I Going to Be Okay?"
A small, thoughtful conversation for women who want to take a clear, honest look at where they stand financially, without it feeling overwhelming.
At some point, you have to stop guessing.
And give yourself the space to see where you actually stand, clearly and honestly.
This is a small, guided conversation to help you do exactly that; simply, calmly, and without pressure.
WHAT THIS IS
A small group (intentionally very limited)
A real conversation, not a presentation
A space to think clearly about your financial reality
WHAT WE'LL DO
Together we'll:
Talk through what actually determines whether you're "okay"
Identify what might be unclear or overlooked
Help you think through what your next chapter might require
WHO THIS IS FOR
This is for you if...
You've been meaning to sit down and look at things
You're doing your best but not fully sure where you stand
You don't want to keep avoiding it, but don't want it to feel heavy either
Guided by Leida Rountree, CFP, ChFC, RICP
"I’m passionate about supporting Black women who feel behind financially in making intentional choices now, so they can make the most of their remaining working years and feel more prepared for life beyond full-time work."
