Workshops | Seminars | Certificate Programs | Public Speaking

The Financial Architect® is your Education Blueprint to Financial Freedom.

Get ready to unlock my Blueprints for financial success. Welcome to The Financial Architect® where we're about to embark on an exhilarating journey towards your financial vision. Virtual or in-person, my workshops, curriculums, and financial programs are tailored to engage and provide the tools and resources needed to EMPOWER you through FINANCIAL EXPLORATION...not Financial Exploitation.

So, grab your hard hat, strap on your tool belt, and let's construct the wealth and success you've always envisioned. Together, we're building something remarkable…with Financial Education as the foundation to your financial legacy! 🏗💰 #TheFinancialArchitect #BlueprintsToSuccess


SCHOOLS AND UNIVERSITIES

Ready to leap into the real world?? Let's take a thrilling ride through the maze of money, investments, and financial freedom with my high-octane Financial Workshops for Youth and Young Adults. Buckle up as we rev up their financial blueprints, equip them with the tools to navigate the winding road of personal finance and guide them to make better informed financial decisions. Put our youth in the driver's seat and equip them with financial certainty that will contribute to a wealth paradigm shift for generations to come.

Designed for college students who need to better understand money & wealth strategies as they graduate to the professional world and for middle and high school students who need to learn the building blocks of a solid financial foundation in an engaging and fun way!

  • MONEY MATTERS 101: Cashflow for the Cool Kids
  • WEALTH WIZARDS: Building a Bright Financial Future
  • SMART MONEY MOVES: Financial Adventures For Teens
  • WHICH ROAD FOR FINANCIAL FREEDOM: Highway...Side Street...or Ditch?
  • FROM DORMROOM TO DREAMHOME: Building Wealth After College
  • CRACKING THE CREDIT CODE: Understanding Credit and Debt Game
  • DIPLOMA TO DOLLARS: A Grad's Guide to Financial Prosperity

NON-PROFIT AND RELIGIOUS ORGANIZATIONS

Are you a leader of a non-profit or religious organization with the tremendous task of aligning your mission in today's financial realities? Are you navigating the challenges of membership and mission? Does your organization need my help?

My financial Blueprints are 3 -tiered:

  • Services to non-profit leadership
  • Workshops for your members and constituents
  • Financial consultation for the organization

Get ready to unleash the power of fiscal prowess and financial enlightenment to fuel your mission's success and sow financial seeds that will equip your organization with the knowledge, tools, and strategies to navigate the terrain of budgeting, fundraising, and financial stewardship...and more.

  • FINANCIAL HEALTH FOR NON-PROFIT LEADERS: Personal and Organizational Wellness
  • NAVIGATING NON-PROFIT FINANCES: Budgeting Cash Flow & Beyond
  • THE NON-PROFIT TEAM: Attracting and Maintaining Key Support Staff
  • FINANCIAL TRANSPARENCY: Building Trust in Donors & Best Practices
  • TAX MATTERS FOR NON-PROFITS: Compliance and Benefits
  • FINANCIAL FLOURISH: Cultivating Wealth for The Membership
  • WEALTH WISDOM: Financial Security in Your Senior Years

BUSINESS AND ENTREPRENEURS

Savvy entrepreneurs and visionary business owners… Are you ready to unlock the secrets to expand your financial success and propel your business to new heights? In the dynamic world of commerce, the nuances of accounting, taxes, staff retention, investments, and risk management can leave even the most seasoned business owners feeling overwhelmed.

We're about to embark on a journey that will demystify the complexities of financial management, supercharge your money-mindset, and equip you with the tools to not just survive but thrive in the ever-evolving landscape of your business.

  • DEVELOPING YOUR WINNING BUSINESS PLAN: From Passion to Profit
  • WHAT KEEPS YOU UP AT NIGHT? Preparing Your Business for the Unexpected
  • CASH FLOW MANAGEMENT:  Tracking and Understanding Your Money
  • FINANCIAL BLUEPRINT FOR OWNERS: Benefits for You and Your Staff
  • FINANCIAL FUSION: To Blend or Not To Blend for Entrepreneurs
  • CASHFLOW ON AUTOPILOT: Simplify, Systemize, Succeed

LIFESTYLE AND MONEY

Calling ALL busy professionals working to maintain a healthy financial lifestyle and success...it's time to soar! You face unique challenges when it comes to managing your money, your time, and securing your financial future. No matter where you are on your financial journey, whether you're just starting out or looking to level up your financial game…it's time to grab your passports and take a transformative voyage through the exciting landscapes of money management, financial empowerment, and fiscal prosperity.

  • FINANCIAL BOOTCAMP: Shape Up Your Wallet and Trim Down Your Debt!
  • DOLLARS AND SENSE: Next Level Wealth
  • STILETTOS AND STOCKS: Financial Independence In My Bag!
  • WOMEN AND WEALTH: Grandma's Purse!
  • FROM SCRUBS TO SAVINGS: Financial First Aid for Medical Professionals
  • ESTATE PLANNING: Ensuring Your Legacy Lives On
  • SENIOR HEALTH AND WEALTH: 60+ is the New 40!

THE SHOW-STOPPERS!

Welcome in…. where we specialize in financial seminars and workshops for your high-profile and unpredictable careers —Entertainers, Professional Athletes, NIL Recipients, Actors, Musicians and Social Influencers…just to name a few. These extraordinary careers are anything but typical.

Do you provide professional Sports Management, AAU Leadership or Artist Management? Are you a union or federation or the entertainment industry? Are you training your clients to have professional character and integrity in their craft and society, at large? Does your organization need my partnership to instill the financial pillars of personal development or provide business resources for your organization?

My approach to financial exploration demystifies complex financial concepts about wealth management, investment and business opportunities and overall financial planning. We empower you and your clients to take control of their financial journey so they're not just a passive participant, but an active and informed decision-maker.

  • Financial Playbook: Your Offense and Defense of Financial Planning
  • Guarding Your Fortune: Crafting Your Winning Advisory Team
  • Show-Stopper Dollars: Maximizing Returns: Lights, Camera, Financial Action!
  • Behind the Curtain: Navigating Financial Advisor Pitfalls
  • Fast Cash, Legacy Must Last: From Spotlight to Mastering Financial Security
  • BONUS: From Spotlight to Startup: Entrepreneurship Unleashed

"From Fame to Your Empire—Your Blueprint for Business Success!"

This workshop will empower attendees to explore entrepreneurial opportunities, create their own ventures, develop a solid business plan, and understand the essentials of business management while leveraging their existing influence and resources.


Want to host a financial exploration workshop or seminar?

Get in Touch Today!

Fifth Dimension Youth Program

Financial Professionals Mentor Program

The Financial Architect® Fifth Dimension Program

Ready to be equipped with a financial foundation that will assist your child (or you) in transforming our communities? The top basic reasons why communities of color are reluctant to explore wealth strategies, quite simply….we do not talk about money and most wealth managers do not “look” like us.

Learn More