Yes! You Can Change Your Financial Story –
At any Stage
It is never too late for financial planning. To the contrary, most Americans do not have a financial plan or course of action for financial growth or security. Unfortunately, financial uncertainty can lead to stress, anxiety, and debilitating relationships.
The good news! Your Story Financial is here to serve you and turn your current situation into a financial success story. One where a peace of mind would be the primary outcome.
The good news! Your Story Financial is here to serve you and turn your current situation into a financial success story. One where a peace of mind would be the primary outcome.
“According to a CNBC survey, most Americans do not opt for a financial advisor. They live paycheck to paycheck, and don’t not have a savings account or emergency funds.''
Let’s Get Started!
Live a Stress-Free Life – Manage Your Finances
Even if you rely on a single income, never thought of planning for your retirement or investing, you can still live a stress-free life. Yes, you! Here at Your Story Financial, we make sure you receive the right plan for your current situation along with strategies to take your finances to the next level. When you have control over your money and understand your financial needs, your stress level will drop. Your satisfaction will increase. We understand the anxiety that surrounds money and finances. We totally get it. We know how challenging and stressful it can be to plan a financial success story without the right information, direction or plan. We are here to help you. As Financial Life-Planner Strategists, we help you prepare, plan, and pursue the right financial path for you and your family. Within a few sessions, you will see yourself exploring every option available that powers your financial dreams and desires. Our goal is for you to walk away on a stress-free road to a compatible present and secure future.
Explore Your Options to lead a Stress-Free life.
Our Framework
It’s one where you have total control over your finances and your money is diversified in multiple ways to generate additional income. Which will help you embark on a debt-free living and wealth building.
How is this achieved?
A fee-only, fiduciary firm, it means we do not receive commission. This allows us to put your best interests first.
Our 3P’s Framework helps us reach your financial goals:
Prepare
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Plan
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Pursue
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Give Wings to Your Dreams! Get the financial security you and your family desire.
Why should you work with ‘Your Story Financial’?
● As a fee-only fiduciary firm, we do not receive a commission or kickbacks of any sort. We are committed to working in your best interest.
● The Founder, Shehara Wooten, is a CERTIFIED FINANCIAL PLANNER™ professional and a member of XY Planning Network, NAPFA (The National Association of Personal Finance Advisors), CFP Board (Certified Financial Planner Board of Standards, Inc.), and Fee-Only Network.
● We listen to you, your financial struggles, purpose and targets; only then do we develop a strong and dynamic financial plan.
● We create financial plans per your current situation, keeping your target goals in mind, without compromising your present financial needs.
● Our virtual firm is based in Dallas, Texas, serving clients all across the United States. Don’t hesitate any longer. A solid financial plan is a sure way to reach those money goals. Get the financial security you and your family need or desire and give wings to your dreams.
Your Story Financial Founder PromiseAs a woman and an engineering professional myself, I can relate to the financial struggles you might be experiencing. This is why my firm helps you pursue a financial success story that leaves no mistakes. To create your financial success story chapter by chapter, prioritizing your values and vision. Let us help you prepare, plan and pursue your financial success story. |
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All-Inclusive Financial Plan |
One-Topic Financial Plan |
Investment Management |
Your Story Financial Featured In
Money Decisions Newsletter
We get it, you might not be ready to make that call. BUT, to stop falling in the trap of ‘not-sure’ or ‘lack-of-knowledge,’ please subscribe to our Money Decisions newsletter to receive resources, insights, and information on finances and much more.
As a bonus, you'll receive a FREE e-book on Crafting Your Amazing Financial Success Story!
As a bonus, you'll receive a FREE e-book on Crafting Your Amazing Financial Success Story!