Charisse Conanan Johnson, CFA (chartered financial analyst), is the original Wealthy Girl who will define what it means to be wealthy for years to come. She was inspired to write her book, A Wealthy Girl – 7 Steps to Prosperity, Peace, and Personal Power, as an homage to her maternal and paternal grandmothers. She feels wholistic wealth needs to account for both tangible and intangible assets. The sphere of wealth includes monetary assets, personal and professional relationships, social capital, skillset and your faith.
Our guests, Shaunté and SeKai Parker, join the Heels of Success podcast to discuss their experience with obtaining over $900,000 in college scholarships. Shaunte is a licensed real estate agent in the Washington Metropolitan Area. Her daughter, SeKai, has aspirations of becoming a doctor. During our conversation, Shaunté shares that parents need to start the process of looking for college scholarship opportunities when your student enters 9th grade. She jokingly stated that for her this process was like having a full-time job – from submitting applications to managing deadlines. A key is not only having a child who is a good student; but also, one who is highly engaged in student activities and community volunteerism. Listen in as Shaunté and Sekai expound upon their experience with high school and managing the college scholarship process.
For some a new year is a way to reset intentions and focus on key areas of your life. I feel it is important to reflect on the past year as you plan your 2021 goals. “I feel some key things to focus on is understanding what’s important to you mentally, physically, emotionally, and financially.” (CNBC – Quote by Zaneilia Harris)
You may be overlooked by some financial service providers; yet, you are hiding in plain sight. That’s why the selection of a wealth advisor is extremely important and key component to managing your financial resources.