Tremaine Wills, MBA

Investment Adviser | Investor Financial Planner

I’m your new favorite person

I help black women in their 20s and 30s create an execute financial plans to retire before 50. 

 

How did I get here?

 

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. You don't have to work your entire life doing things that you hate just to pay the bills. You can pull your dream lifestyle closer to the present with a well crafted financial plan. 

 

Do you have to be in the 1% top earners to get started? Of course not. I teach my clients how to build from wherever they are to get to where they want to be. 

 

Focused on helping women, just like you, who are ambitious, caring, the go-to person, I'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, book an appointment. Let's see if we are a good fit for one another.

 


Ongoing Comprehensive Financial Planning

Custom Financial Plan with Execution Strategy and ongoing support


  • Access to Client Portal & Dashboards

  • Best for women who want help 

  • Monthly Meetings

One Time Plan

Custom Financial Plan with Implementation Plan


  • No Commitment Required

  • Best for DIY guidance

  • Done in 60 days

Portfolio Management

Let me do the heavy lifting with your investment portfolio


  • Active Management

  • Rebalancing

  • Trading

Case Studies

These are some of the types of women we've helped in the past.


Contact Me

Wanted to learn more about how to get your own financial plan? Let's chat!



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