Financial Wealth for Women's Legacies with Anna N'Jie-Konte

Are you a woman who feels she is not receiving a fair chance when it comes to being invited to the ‘money table’? Many female professionals and entrepreneurs, whether they are self-made or part of a multi-generational family of wealth, feel as if they shouldn’t be making financial decisions … so they aren’t focusing on it. They may feel anxious about the added levels of complexity as well as the new vocabulary needed to communicate confidently. Simply setting up small habits now is just a start to feeling a sense of belonging to ‘wealth conversations’. You need an investment account for both your retirement and to live your legacy dreams.

In this episode, hostess Angelina Carleton speaks with registered investment advisor Anna N’Jie-Konte, MBA, CFP and co-founder to Re-Envision Wealth, a black and Latina founded wealth management firm. Anna shares strategies on how money can be a tool for your legacy and how today’s wealth firms in their business model need to let women and immigrants into the decision-making process so as to not overlook billion-dollar niches. Focusing on women, as 40% of wealth is now being managed by women, accepts the changing demographics and recognizes the very real societal limitations placed on women’s dreams in what they had to give up in the past. Tune in and learn how to turn your money stressors into actionable steps in your financial and legacy wealth building.

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#advisory #legacyplanning #legacy

There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans.


►Where to follow and listen to Angelina:

Twitter: @designurlegacy
Facebook: @designurlegacy

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DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.