Adults 18+
18+ Individual Wealth Plan
Financial coaching and wealth strategy for adults — from monthly budgeting to protection and long-term investment.
Book a Wealth ConsultationServices
Personalized Budget Planning
Custom monthly plan built around your income, obligations, and legacy goals.
Financial Protection Education
Life insurance strategy from a licensed NYS agent — protect income and future generations.
Investment Introduction
Getting started with stocks, mutual funds, and long-term compounding.
Wealth-Building Strategy
One-on-one sessions to map the path from stability to ownership.
Measured Outcomes
70%
Use Custom Budget Plans
60%
Purchased Life Insurance
10%
Progressed to Investments
Your Consultant
Sakeena Anderson
Licensed NYS Life Insurance Agent & Financial Coach