Tremaine Wills, MBA

Financial Planner

Investment Adviser

Certified Financial Education Instructor

 

 

 

 

 

The best financial adviser for black millennial women who want to learn about their money.

"You don't make progress by standing on the sidelines, whimpering and complaining. You make progress by implementing ideas." - Shirley Chisholm

See how much money you'll have at retirement using this free calculator.

 

Not sure if it's enough or if you'll be able to retire when you're ready?

 

Contact us.

 

We are more than happy to help you get to a point where you'll be able to enjoy the benefits of your hard earned money. 

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Confronted with the fact that every financial win I was helping my clients accomplish was not widespread knowledge in my own community, I left my fortune 500 employer, started my own company and went back home to teach financial literacy and the idea of investing to my community.

 

Since 2014, I've been in the fight to close the wealth gap through financial education and battling to level the playing field. Black women make things happen when there appears to be no way. My firm, Mind Over Money, focuses on helping black women build their wealth and leave a legacy resembling the hard work they've put into making everything happen for everyone else.

 

Focused on helping women, just like you, who are ambitious, caring, the go-to person, we've gotten pretty good at tapping into the reason why any of this matters, creating financial plans magnificently aligned with life goals, and shifting dreams to realities. If you're ready to put all the financial dreams you have on paper and create a plan to get you there, contact us. Let's see if we are a good fit for one another.

Services

Comprehensive Financial Planning

If we fail to plan, we plan to fail. Everyone needs a financial plan of some sort. A well crafted financial plan helps you reach your goals and gives you confidence in the options that your money provides. A comprehensive financial plan helps my clients understand the larger picture and the bite size steps they need to take to arrive at their financial goals. Are you confident in where your finances are taking you?

Investment Management

A Jack of All Trades is a Master of None. Of course, you could learn to manage your own portfolio but is it worth the time and effort you would have to spend to be comfortable trusting yourself with the balance of your retirement? A qualified investment manager will help you alleviate the stressors you feel surrounding uncertainty in the financial markets, knowing that your investments are custom tailored to your goals. On a scale of 1 - 10, how important is wisely investing the money you've accumulated?

Fiduciary

The best relationships are ones where the client's best interest are at hand. We are happy to oblige.

Fee Only

No need to worry about pushy sales. We don't make commission on any products that we recommend for your plan. 

Virtual Meetings

Not excited about fighting traffic to get to the office to meet with us? We've got you covered. All of our meetings are virtual.


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