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925 Financial — Statement of Purpose

Plan smarter.
Retire stronger.
Live better.

Bilingual, women- and Black-owned financial planning for the families and small businesses that traditional finance overlooks. No jargon, no minimum to be taken seriously — just a plan that's yours.

Founded by
A FAMU graduate & MED Week finalist
Languages
English & Español
Workshops from
$25/hr

There's power in numbers

Most financial advice is written for people who already have money. We write ours for everyone else — the first-generation savers, the side-hustle founders, the families building something to pass down. Creating wealth that outlives us.

What we do

06 Services · One Plan
  • 01

    Individual & Family Planning

    Budgeting, debt strategy, and a retirement plan built around real low-to-middle income households — not a sales pitch for products you don't need.

    • Cash-flow & budgeting
    • Debt payoff strategy
    • Retirement planning
    • Estate & home management
  • 02

    Small Business Services

    From your first start-up budget to ongoing financial discipline, built for founders who are figuring it out as they grow.

    • Start-up budgets
    • Business budgeting
    • Cash-flow systems
    • Owner pay strategy
  • 03

    Workshops

    Live, plain-language financial education — for groups, organizations, and community events. Bilingual on request.

    • $25 / hour
    • Group & community rates
    • English or Spanish
  • 04

    Online Courses

    Self-paced courses that level up your financial knowledge on your own schedule. Step-by-step enrollment, no guesswork.

    • Self-paced
    • Beginner friendly
    • Lifetime access
  • 05

    Digital Products

    Budget templates, planners, and financial tools — ready to download from our Etsy shop and put to work today.

    • Budget templates
    • Planners & trackers
    • Instant download
  • 06

    F.L.Y. Program

    Financial literacy for the next generation — six guided materials that teach young people to make money make sense, early.

    • Youth financial literacy
    • Six guided materials
    • Classroom ready

Why families choose us

A financial planner who looks like your community.

  • EN / ES

    Every conversation, document, and workshop available in English or Spanish.

  • Owned by

    A woman. A FAMU alum. Someone who built this for the families she's part of.

  • −10%

    Military and student discount, because service and study shouldn't cost you a plan.

  • $0

    Your first consultation is free. Bring your questions, leave with a direction.

What we stand on

Core Values

Compassion

We meet you where you are — no judgment, no jargon, no minimum balance to be taken seriously.

Integrity & Transparency

You see every number. We explain every decision in plain language, in English or Spanish.

Community Impact

Rooted in the community we serve — building wealth that outlives the families who earn it.

The next number is yours

Let's build a plan worth passing down.

Free first consultation · English or Spanish · Mon–Fri, 9 AM – 4 PM