The Real Wealth Coterie

Founder Lazetta Rainey Braxton, MBA, CFP® provided Real Wealth guidance to CALIBR Global Leadership Network (Active) members who signed up for one-on-one financial coaching sessions. To frame the 30-minute conversations, she asked two questions: ❔ What are you most proud of regarding your financial area of interest? ❔ What keeps you up at night regarding your financial planning area of interest? These mini-engagements reaffirmed the life-changing partnership between an individual and a CERTIFIED FINANCIAL PLANNER®, whether a one-time meeting or a lifelong engagement. Here are highlights from her experience as a CERTIFIED FINANCIAL PLANNER® : 🌟 "Undressing financially" with a stranger requires significant trust in the CERTIFIED FINANCIAL PLANNER® and the process. It's essential for the CFP® to possess both emotional intelligence (EQ) and intellectual intelligence (IQ) to balance energy, emotion, and expertise in money conversations. 🌟 Competencies in various areas of financial planning, such as goal setting, cash flow, debt management, investments, insurance, taxes, retirement, estate planning, and lifecycle transitions, enable the CFP® to assess financial concerns and associated risks and guide clients toward their goals and objectives. 🌟 A supportive CFP® empowers individuals to identify Money FOGS (fear, obligation, guilt, shame) in a no-shame, no-fear zone and objectively view their numbers and decisions. 🌟 Together, they identify actionable steps toward the individual's internal peace and financial progress. Our role as fiduciaries ALWAYS centers on the individual's best interest. Experience peace of mind by partnering with The Real Wealth Coterie!

Missed today’s CNBC Events Women and Wealth today? Here are 3 takeaways from the session with Founder Lazetta Rainey Braxton, MBA, CFP® and CNBC Bertha Coombs. ✨ Preparing for and managing long term care is a family effort. Start now discussing what resources will be available to support you and your aging parents. ✨ Be clear on your lifestyle expenses, savings, and investments so you can better navigate changes in relationships, jobs, and caregiving. ✨ Be courageous in looking at your numbers and find trusted individuals and professionals who can help you determine the trade offs necessary to redefine your new direction.

Aligning your mission, mind, and money can be challenging when faced with unexpected financial twists and turns. Knowing you're headed in the right direction is key to staying encouraged and inspired. Join us for a free CNBC Women and Wealth virtual event next Wedn. 9/25 and tune into "The Unexpected Journey" session with Bertha Coombs and The Real Wealth Coterie Visionary Guide, Lazetta Rainey Braxton, MBA, CFP®. We'll shed light on (re)designing the financial life and legacy you desire and deserve. Register here: https://bit.ly/4eqPr2v

Here’s an opportunity to invest in you. Join Lazetta Rainey Braxton, MBA, CFP®, and fellow financial experts for a lively CNBC Women & Wealth conversation on managing your money! Learn more and register for this free event here: https://bit.ly/3WXf3x9

Founder Lazetta Rainey Braxton, MBA, CFP® is gearing up for the FP Alpha AI-Powered Estate Planning webinar hosted by FA Magazine on this Thursday, Aug 15 at 2:00 pm ET. AI tools are a cornerstone for guiding our client family at The Real Wealth Coterie. Registered attendees will gain: 💡 Insights from top financial advisors on using estate planning tech 💡 Strategies to enhance client engagement and involvement 💡 Advice to strengthen attorney/advisor relationships 💡 Engaging clients' adult children and next-gen investors We're excited to be a firm of the future!

As #mompreneur and CEO/President of The Real Wealth Coterie, Lazetta Rainey Braxton, MBA, CFP®, Lazetta is grateful for the lessons her #risingqueen taught her about life, family, and business. Here’s one important lesson that she'd like to share today: embracing evolutions. Embracing evolutions requires being open-minded, flexible, and a lifelong learner. It positions you for joyful resilience, enhanced innovation, and greater abundance. In July 2008, when her #risingqueen celebrated her 3rd birthday, she launched my first Registered Investment Advisor (RIA) firm. This July 2024, as she celebrates her 19th birthday, she's embracing the evolution of her new crowning RIA, The Real Wealth Coterie. Real Wealth aligns mission, mind, and money. The Coterie unites a mindful collective of people with aligned values and desire for Real Wealth. Our TRWC team, Client Family, and Alliance Partners eagerly anticipate your arrival at our new home. Soon, we'll be ready to welcome you and invite you to experience Real Wealth with The Coterie. Be the first to visit our new home: https://lnkd.in/gJcRCbFR Connect with us on Social: @therealwealthco