Financial education

Get the plan you need to SUCCEED!


As a child, I was never taught how to manage money.

When I became an adult, I learned how to manage money through trial and error and extensive research within my personal and professional life. I had no clue what I was doing back then, but I realized I could no longer use the excuse, “No one taught me.” Once you get real with yourself, admit that you have a problem that needs to be solved, then the opportunities that will come your away are endless!

I’ve used all of my financial experiences (positive and negative) to become empowered, confident and fearless in conquering everything that life has to offer. I’m building wealth and leaving a legacy for generations to come!

As a "Financial Mindset Nurturer", I help others do the same by using real-life experiences and lessons learned from my Accounting Education at Tennessee State University, over thirteen years of work experience within the insurance industry, personal financial trial and errors, coordinating Financial Peace University Classes, and receiving the Dave Ramsey Financial Coach Master Training Designation.

We all may experience financial setbacks, but that doesn't mean we have to allow them to control us and hold us back forever. Even if you're doing well with your money right now, you still need the tools and resources to maintain that success and push you into the next level of your financial journey while helping others along the way.

It’s an amazing experience to be coached by someone who has actually been there mentally and physically. I truly believe that experience is the best teacher because I not only understand what a client is going through, but I can feel it too because I’ve been there. We all are capable of being great. So let’s work together to make it a reality for you and your family!

Do you need helP STRATEGIZING a PLAN FOR ANY OF the following: 

✓ Managing a Financial Crisis

✓ Strategic Budgeting 

✓ Increasing Your Income

✓ Decreasing Your Expenses

✓ Dumping Debt

✓ Dealing with Collectors

✓ College Planning

✓ Student Loans

✓ Improving your Credit

 ✓ Foreclosure & Mortgages

✓ Financial Literacy for Kids & Teens

✓ Insurance

✓ Bankruptcy

✓ Estate Planning

✓ Retirement & Investing

✓ Wealth Building

✓ Relocation

✓ Helping Others

And so much more!

Start today by taking the first step to towards a prosperous Financial Future.

My goal is to help you realize that you already have some of the tools to get started, you just need to recognize and activate them to begin the process. You must first start such your mindset. Be open and ready to receive it all. I will guide you throughout your journey to ensure that you not only learn, but you are also empowered and equipped to make the best financial decision for YOU. You will explore many options that will lead to the results you need to take you to the next level of success in your life. 


Are you ready to live the financial lifestyle you desire?

Are you ready to learn how to efficiently manager your money? Are you ready to stop living paycheck to paycheck? Are you tired of being stressed and frustrated about your money? Are you ready to take risks and make sacrifices? Are you ready to stop making excuses? Are you ready to build generational wealth? Are ready to be more confident and have fun with your money? 

Complete the financial mindset questionnaire below!

(Once you complete the questionnaire & purchase your session, you’ll then receive an email with instructions on how to schedule the date and time of your appointment).


interested in cleo teaching a Financial Workshop in your city? complete the form below to get started.

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