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I help everyday people grow and protect their money.
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Am I a very serious business lady here for a conference to learn all I can and be the best financial advisor for my clients…. absolutely! Do I care about my outfit though… you bet your last penny I do 🤓 lol. And does it take 50-11 pics to decide which picture I like? Yes… yes it does 🙂‍↕️ lol by @yan_moneytalk
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7 days ago
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What’s your personal money story?? I’m super curious! There is so much power in taking a big picture look at how we got to where we are and what inspires us to make the choices we make now.
I would love to chat and learn more about your money story. taken in Gaylord National Resort & Convention Center by @yan_moneytalk
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7 days ago
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How it started vs. How it’s going! I picked up golfing in June of this year and I’ve been putting a lot of time and effort into getting better at it. I’m really enjoying the process and like anything else, consistency over time yields progress. 
That is the same mindset I use for everything I do from my creative artistic side to my strategic financial advisor side. #getyouagirlthatcandoboth taken in Fox Creek Golf Club by @yan_moneytalk
1
a month ago
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Heyyyyy!!! Happy Tuesday, I hope all is well with you out there.
I’m having some great conversations with young professionals and it means the world to me to impart valuable nuggets to help steer them in a positive direction on their financial journey. It’s my way of paying it forward. #youngprofessionals #financialfreedom #financialadvisor by @yan_moneytalk
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3 months ago
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Not gonna lie, I am having an absolute blast learning how to play golf. I’m super eager to get good at it and I’m getting as much practice in as I can. ⛳️🏌🏿‍♀️ taken in Atlanta, GA by @yan_moneytalk
6
4 months ago
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One of my favorite things about my industry is that I get to continuously learn. 🤓 Just know, your girl is always in the field investing time to be the best financial advisor I can be for YOU 🫵🏿!!! #womeninfinance #retirementplanning taken in Atlanta, GA by @yan_moneytalk
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5 months ago
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Raising kids is such a BIG job, and involves constantly trying to figure out the best ways to teach them about the BIG IMPORTANT aspects of growing up in a way that they can understand. 

Money is one of those concepts, and what we teach young people about money both intentionally and unintentionally ends up being the foundation for their relationship with finances as they grow older. One of my favorite mom friends refers to her personal values when it comes to her own finances, especially when making difficult decisions, and teaches those values to her daughter as well. However you decide is best, here are a few tips that you may find helpful. 

Ps, Mother’s Day is around the corner, and motherhood (parenthood) can look very different from person to person, family to family. Sending love to all the mothers (parents) out there giving it their all!!!!

#familymatters #personalfinances #legacyplanning #womeninfinance by @yan_moneytalk
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5 months ago
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Having a ROCK SOLID plan that reflects your goals and working with a financial professional that you trust can help you to feel confident even during times of uncertainty. 🤓 #womeninfinance #retirementplanning #smartmoneymoves by @yan_moneytalk
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6 months ago
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If you need help synchronizing all of your financial moving parts, I’d love to be a resource for you! I love puzzles 🧩🤓. Let me be your money nerd 🙋🏿‍♀️ #womeninbusiness #womeninfinance by @yan_moneytalk
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6 months ago
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Now that the tax deadline is behind us, we can finally take a deep breath. This could be a great time for a spring financial declutter! Just like organizing your home or office, organizing your financial house brings SO MUCH peace of mind. If that sounds like a good time to you, and you want to breathe easier when it comes to your finances, let’s chat! I’m offering complementary consultations for spring. DM me SPRING CLEANING to claim your spot, slots are limited so don’t delay. #womeninfinance #springcleaning taken in Atlanta, GA by @yan_moneytalk
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6 months ago
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Had a great time learning about different ways to put together financial plans at the Equitable Investment Summit a couple of months ago. There are so many products and options out there but your plan should be suitable for you, your goals and your stage of life. I love the part of my job that requires continuous education. It keeps me on top of my game and the best ways to service my clients. Here I am with some of my colleagues, I make these guys look good, haha 😆. @brettawooten @burkegoodloe @rrfinanceguy #financialadvisor #blackwomeninfinance taken in Invesco Global Headquarters by @yan_moneytalk
3
6 months ago
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Hey, you!
Yessssss… YOU!
Don’t forget, you have until April 15th to make 2025 IRA contributions. Whether you have an opportunity to max out your existing IRA or if you need to start one from scratch, IT’S NOT TOO LATE!!! If you have questions or just want to discuss the benefits of this kind of account, I’d love to be a resource for you! 🤓 send me a DM, let’s chat. #ira #taxseason #womeninfinance taken in Tax Season by @yan_moneytalk
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6 months ago
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