Hi, I’m Dawn,
I am a financial management expert and one of the few women in the field. My clients are often women entrepreneurs with families who want to manage their personal and professional financial resources properly. I understand that these two worlds are intertwined and must be managed together as a whole.
Financial advice for businesswomen is a niche that has not been adequately served. I am a trusted advisor for those who need help with debt management, investments, retirement planning, inheritance distribution, investment management services, tax strategies, and estate planning services.
I also have my own life story about the challenges and rewards of being a solo entrepreneur. I share these insights openly through my blog and public presentations. As a woman of color, I lived and experienced my fair share of economic missteps. My eight siblings and I grew up in public housing, where money talk was limited because the buck rarely stretched far enough.
As an adult, even though I was a college graduate, I still lacked trusted sources to educate me on things like debt, buying a home, or insurance. I didn’t know what these things were or how they worked. Given this experience, it was natural for me to gravitate towards social justice work— especially issues that affect women and girls like me who are often left out of the conversation about financial empowerment and economic security.
I care about this work because it's deeply personal, but also I get to help others understand and manage their finances. The opportunity first came from volunteer teaching basic financial literacy courses in low-income communities. The course materials were broad overviews of basic financial concepts like credit cards and budgets – nothing too detailed or complicated. But many of my adult students would come up to me afterward wanting to know more about their retirement plan or some document they received from a bank or Social Security. That was my signal to take my game up a notch! So, I passed the required state exam, registered, and started working as a financial planner and investment advisor. While helping others manage their money, I realized that understanding next-level financial strategy is like having a superpower!
My focus is helping fellow female solo entrepreneurs because I remember how hard it was to find trusted financial sources when I started my consulting firm over ten years ago. My clients are looking for someone who can help them figure out what legal structure is right for their business, whether they need health insurance coverage, retirement savings, or tax implications of being self-employed.
I’m like many people who lacked solid financial know-how. I made a combination of cringe-worthy and smart money moves, but eventually figured out how to be my own boss while working only on causes that I truly care about and thriving financially. This is my idea of success. What's yours?
If you want the perspective of a financial professional who's been in the entrepreneur trenches for over a decade, you’re in the right place.
I enjoy biking, gardening, and jogging. I live in Washington, DC, with my husband, Sa’id.
Small Business Focus - I’ve been my own boss for over 10 years, and thankfully, I've had more good days than bad ones. I figured out how to work only on causes I truly care about and thrive financially. I share what I’ve learned along the way with other small business owners.
Passion for Financial Empowerment - I began my finance journey as a financial educator because I understand financial empowerment's impact on individual lives and generations. I teach financial literacy to homeless single moms living in transitional housing.
No Required Minimums - You are not required to have a minimum amount to invest with me.
Fee-only -I don't make commissions or referral fees. My recommendations are based solely on your needs.
Fiduciary - Your needs are my priority.
*Comprehensive or A la Carte - Pick the *comprehensive package (excludes investment advising) or just one or more of my services.
1-on-1 or Groups - You can choose private personalized service or group seminars and workshops. All options are virtual.
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