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Yesi Lemus and Tori Sierra

@thefinancialplannhers

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Securities offered through Cetera Investment Services LLC member FINRA/SIPC|Advisory services offered through Cetera Investment Advisers LLC
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New year, clear vision 💼💸 Our mission is to change the face of modern wealth by helping female entrepreneurs of color find power in their money! 💸🗣️ We will take action by filling this page with resources, contacts to trusted professionals, and stories that will support women of color in their journey of entrepreneurship. It will be all gas, no breaks and some of us will do it in heels 👠 too! 😌🪄 As Financial Advisors, we will share our knowledge and expertise that will allow you to boost and protect your wealth as a business owner. 🔜 You can expect to see information on tax management, retirement planning, estate planning, business succession planning and much more! We are beyond excited to connect with you! Stay tuned for what’s coming next 👀 📸 @momentsbyash ✨ #womenofcolorentrepreneurs #womensupportingwomen #womentrepreneurs by @thefinancialplannhers
What’s in your Employee Benefit Package?? Are you currently offering a financial wellness program? Did you know that by adding this benefit to your workplace you can possibly: 🔺 Improve Employee Productivity 🔺 Increase Employee Retention 🔺 Increase Employee Recruitment And more… If you want to know more about what our Financial Wellness program let us know. We can tailor the topics specifically for your employees and for your business ✍🏼👥 by @thefinancialplannhers
Link in bio to grab your ticket 🎟️. PASADENA - Feb 20th - 6:30pm-8pm -$15 - Free parking -Invite a friend! by @thefinancialplannhers
Link in bio 🎟️ Get your ticket right meow to reserve your seat! $15 - PASADENA, CA Feb 20th - 6:30pm-8pm - Free parking w/ validation. by @thefinancialplannhers
Why should a nonprofit consider setting up a 403b? 1️⃣ Builds wealth for the founder + employees 2️⃣ Provides tax benefits for the founder + employees 3️⃣ Promotes building assets for the founder + employees 4️⃣ Helps attract and retain high quality employees So where should you start? Get your team together! 1️⃣ Find an advisor 2️⃣ Find a TPA 3️⃣ Find a recordkeeper Start with an advisor like myself and Yesi and we'll connect you with trusted TPAs and recordkeepers and put together a financial wellness program for you and your employees. by @thefinancialplannhers
Frankie💗's local support for women business owners!🫰🏽 We helped @pasadenacitycollege celebrate the grand opening of their Women's Business Center!🫱🏽‍🫲🏽 This new resource was established in partnership with the Small Business Administration to provide women entrepreneurs with no cost business technical assistance in the San Gabriel Valley area. 💡 Check out their website for resources! Link in bio. by @thefinancialplannhers
Funding your Solo 401k⬇️ There are 2️⃣ ways you can fund your Solo 401k: 1️⃣ You can rollover funds from other retirement accounts such as an old 401k, 403b, IRA, except a Roth IRA 2️⃣ you can make NEW contributions to your Solo 401k. Your contributions have to be based on EARNED income that year. Let us know if you have any questions on how to properly fund your Solo 401k. 📊🔐 by @thefinancialplannhers
After taking some time off to have my baby GIRL, Frankie Marie, I'm back at it AND my mission to help women business owners of color is clearer than ever!💪🏽🧡 Yesi and I are committed to helping you build generational wealth by helping you make the most out of every dollar you earn in your business by creating and implementing a savings plan & investing and managing your assets.☑️ We will continue to provide resources on here to help you on the financial side of your small business. To subscribe to our NewslettHER and for 1:1 help, click the link in our bio! by @thefinancialplannhers
Here are some rules‼️ To qualify for a Solo 401k, you must: ✅ Have an Employer Identification Number ✅ Have no employees on payroll other than yourself and/or your spouse Once the plan is set up, you can roll over previous retirement plans in to your Solo 401k, EXCEPT funds from a ROTH IRA as per IRS rules. Once the plan is funded, you have loan privileges to borrow against your Solo 401k. As business owners, we know that access to equity is important especially during times of expansion and business opportunities. Your Solo 401k can be leveraged during these times! Is it the best option for you? Well, that’s where your Financial Planners come in (insert us) 🤝🏽 We are Yesi & Tori, we empower women business owners of color with personalized financial guidance for your employer retirement plans. We provide you with education, customized strategies, and ongoing support to build financial independence and security, so you can thrive in both your business and retirement. #femalefounders #womenownedbusiness #womenempowerment #womenandwealth by @thefinancialplannhers
⚡️2 WKS TILL FEMALE FOUNDERS NIGHT⚡️Sept 4 is for the ladies!! Link in bio for this incredibly fun, casual, inspiring evening for female business owners to get together, network, and learn from each other. 👯‍♀️ Come on out and meet our co/founder Chels, get a mini brewery tour, listen to a badass panel, and meet 50 like minded, professionals. It’s a pep talk for any stage of your business. Hit that link in bio to #sparkyourstart! Thank you @thefinancialplannhers for capturing the joy of this evening last quarter! This quarter’s panel dropping soon 👀 **Female focused, but open to all by @thefinancialplannhers
📣 Biz partner appreciate post + ✨HAPPY BIRTHDAY✨ 🎉 post for this amazing woman that truly is, the Jill of ALL trades 🤩 You are an inspiration. You are one of one. Your mission to empower other female biz owners of color is your heart speaking and resources aligning! Which is why the work we do, doesn’t feel like work. ❤️‍🔥 You are the one always looking to shine the light on others, but today, we give you ALL the light!! ✨✨ Let me tell you how UNSTOPPABLE this woman is when on a mission… While going through her first pregnancy, Tori took on the rigorous coursework to study for her CFP®️, she did this while running a team of financial advisors and still servicing her clients 🫡 You can now find her name among the other 22,446 women CFP®️ professionals (which is 23.6% of all CFP®️ professionals). UNSTOPPABLE! Love you Tori!! ✨ Xoxo, Yesi 📸 @kathanegraaf by @thefinancialplannhers
As business owners ourselves, we know just how much it takes to get to 🚀 LAUNCH DAY! The late nights🕯️, the money🏦, the dedication💪🏽, your heart and soul♥️, ALL THE THINGS!✨ We were proud to celebrate two incredible businesses @threesonsunset 🎲 and @realifirealty 📱🏡 during their launch days this past weekend!❤️‍🔥 Thank you for having us @threesonsunset & @realifirealty and cheers to your bright futures!!! 🥂 We’re rooting for you!✨✨ #womenempowerment #womeninbusiness #femalefounders by @thefinancialplannhers

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