We are a fee-only financial planning firm that believes in educating and advising women and STEM professionals to empower themselves financially. We deliver personalized and quality financial services no matter your age or current financial situation. We help you get the financial clarity you need to reach your financial goals and desires.
As a fiduciary firm, we do not get compensated by commissions, nor do we sell products. We always put your best interest first. With our Founder, Shehara Wooten, a CERTIFIED FINANCIAL PLANNER™ professional, and a member of NAPFA, XY Planning Network and the Fee-Only Network. Our firm is exceedingly trained and experienced in the financial industry. We deliver tailored and personalized financial solutions to help you craft a successful financial story and live a financially stress-free life.
As a fiduciary firm, we do not get compensated by commissions, nor do we sell products. We always put your best interest first. With our Founder, Shehara Wooten, a CERTIFIED FINANCIAL PLANNER™ professional, and a member of NAPFA, XY Planning Network and the Fee-Only Network. Our firm is exceedingly trained and experienced in the financial industry. We deliver tailored and personalized financial solutions to help you craft a successful financial story and live a financially stress-free life.
Where Are We Based And How Can You Contact Us?
Our virtual firm is in Dallas Texas, serving clients all across the US. We serve our clients virtually.
You can visit our scheduling system and schedule a Learn More Call with us today.
You can visit our scheduling system and schedule a Learn More Call with us today.
Our VisionOur vision is to see every ambitious woman and STEM professional, single or married, have access to quality financial education so that they are financially empowered to lead a stress-free life.
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Our ValuesOur beliefs, morals, and principles keep us focused on working towards the same goal. We have envisioned a financially healthy life for all our clients, and we achieve those goals by always keeping their best interest first, never working on commissions, or selling anything.
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Our GoalsWe create strategies and plans that align with your financial goals. Our goal is to deliver financial education to every woman and STEM professional to have a financial success story they can be proud of.
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Why we would be a good firm for you
The world’s ever-changing and unpredictable economic conditions have made it more important than ever to have a robust financial foundation. Having a robust financial base not only helps you and your family achieve your desires or goals, but also helps you during unexpected hardships or economic uncertainties. A successful financial plan allows you to identify your long-term, mid-term and short-term financial goals, along with the flexibility to pivot.
At Your Story Financial, we help you prepare, plan and pursue the right financial plan for you and your family. To help you craft your personalized financial success story.
At Your Story Financial, we help you prepare, plan and pursue the right financial plan for you and your family. To help you craft your personalized financial success story.
A strategic and personalized financial plan helps you to:
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Shehara L. Wooten, Your Story Financial Founder
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Greetings! I am pleased to inform I am a CERTIFIED FINANCIAL PLANNER™ professional & Financial Life Strategist. The founder of Your Story Financial. After completing my B.S. in electrical and computer engineering, I received my first professional position with an industrial manufacturing firm where I served various roles from engineering to sales.
However, I always took a strong interest in personal finances and had a strong desire to pursue my purpose of helping women and STEM professionals with their finances. I felt the tug and inspiration to help them create a successful financial path. After becoming knowledgeable, educated and certified in financial planning, I was more motivated than ever to provide financial literacy to individuals and families alike. I knew from a younger age that financial success is important for individuals regardless of their age or current financial situation. Yet, the question was, how to go about that. The answers stemmed from my unique story. |
Shehara (Sha-Hair-Rah) L. Wooten
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During 2009, I pursued my passion of becoming a financial advisor to help people pursue their financial success story. Unfortunately, being in that specific advisory role, I realized that there was a limit to who I could help (individuals who didn’t meet certain high-assets criterions). This went against my principles of helping anyone achieve their financial success story. Therefore, I explored the fee-only fiduciary financial planner option. The was the best option for me to help women and STEM professionals gain access to robust financial planning without any barriers.
Later in 2016, Your Story Financial was born. We are a virtual fiduciary boutique financial planning firm committed to helping women and STEM professionals gain deep insights into their financial health and craft their financial success story.
Outside of helping clients achieve financial success, I enjoy spending time with family and friends, reading a good non-fiction book, watching documentaries, line dancing and travelling with my husband.
Later in 2016, Your Story Financial was born. We are a virtual fiduciary boutique financial planning firm committed to helping women and STEM professionals gain deep insights into their financial health and craft their financial success story.
Outside of helping clients achieve financial success, I enjoy spending time with family and friends, reading a good non-fiction book, watching documentaries, line dancing and travelling with my husband.
We are here to ensure you have the right information, the right plan, and the right financial success for you and your family. Connect with us today!
Who we serve?
- Women who are willing to learn, be coached and ready to create bold moves to write their financial success story in ways that may have not imagine before.
- Professionals who have done all they can do – tapping into their employers’ 401K, but do not have the skills, tools or knowledge to leverage the fund.
- Families who get that their current financial situation isn’t optimal causing discord and anxieties. Craving to create new money goals and strategies.
- Companies, organizations or affiliations seeking to provide their constituents with money management resources.