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LET'S BUILD YOUR
FINANCIAL HOUSE
Come,
We are a financial service firm that focuses on providing
for professionals, entrepreneurs, small business owners, and legacy wealth builders. We are passionate about helping individuals and families leave a financial legacy for the next generation, obtain financial freedom, build generational wealth, and break generational cycles of debt and poverty.
We believe that each person has the right to build wealth and leave a legacy for the next generation. We provide the necessary tools, education, and financial strategies to empower our clients to achieve their financial goals, dreams and vision.
We are a fee-only financial planning and wealth management firm that provides trusted financial guidance to families, professionals, small business owners, wealth builders, and first-time investors.
Let us help you create, build and secure your financial house.
about
Frenise Mann is a Certified Behavioral Financial Advisor. She has obtained a Master's in Business Administration and Master's of Science in Finance. She is a business solution specialists, women’s mentor, speaker, author, and multifaceted executive. She is passionate about helping individuals and families leave a financial legacy for the next generation. When she is not engaged in her business endeavors, she enjoys teaching and mentoring the youth and women in business and life.
Frenise lives in Chattanooga, TN and enjoys reading, watching movies, traveling, and spending time with close friends and family.
We work with our clients to build their financial house through holistic financial planning and wealth management. We work under a fiduciary standard that requires us to provide services that are in the best interest of our clients. We help our clients to create, protect and build financial wealth with ongoing financial planning, support and accountability.
Plan and be ready for unexpected events and create asset protections. Provide Life, Disability, Final Expenses and Long-Term care insurance planning.
Build your financial house with a secure foundation. Know that your house will withstand any unexpected financial conditions.
Provide strategizes and plans for small business cash flow, investments, and retirement planning.
Budget analysis based on financial goals and vision. Strategies to increase cash flow.
Get relief and become stress free from debt. Creative strategies to eliminate credit card debt, personal loans and other consumer debt. Provide creative strategies to increase credit score.
Educate, create, and build a diversified investment portfolio to align with financial goals and vision.
Build your financial house to be prepared for an exciting, enjoyable and secure financial transition into a new chapter of life. Develop strategies to grow and preserve your monies. Review and analyze employee retirement plans.
Building a plan to carry out your wishes for the next generation and legacy planning. Feel secure in transferring your wealth.
Develop and build an investment plan to prepare for educational expenses or create entrepreneurship opportunities for the next generation.
We deliver desired financial classes to educate, enhance and improve financial acumen for youth, individuals, churches, and businesses. We specialize in Savings, Debt Management, Credit, Retirement Planning, Investment 101, Financial Planning, Insurance, Wealth Building and Estate Planning.
Our team will strategize and create a financial blueprint to match your financial house design based on goals, values, and vision.
Together, we will focus on designing your financial house, by reviewing your previous money decisions, detect any financial gaps in your financial foundation and explore your financial goals and vision. We will partner together to collect and gather the necessary financial information and documentation. We will provide a financial overview of your next steps.
We provide a safe and friendly consultation to get to know each other. We want to make sure that we are a good fit for each other. During this consultation, we will discover your financial goals and determine if we both agree that we should move forward together on your financial journey.
PLAN
MEET THE TEAM
DESIGN + COLLECT
IMPLEMENT
Based on our blueprint, discussions and agreement, we’ll recommend action steps to be taken to build, manifest and secure your desired financial house.
ACCOUNTABILITY
+ SUPPORT
We will provide support and accountability through periodical meetings to make sure we stay on target to achieve your financial plan. Life happens, so your financial plan will need to be reassessed and altered based on life changes. Your financial plan will grow with you. We will give ongoing support that will help build confidence that is needed to make your financial plans a reality.
Total Assets Under Management Annual Fee
$0 - $1,000,000 _________________________ 1.10%
$1,000,001 - AND UP ____________________ 1.00%
Financial Planning Service fees:
Are based on a negotiated fixed rate between the firm and client. Service fees range between $100 and $15,000.
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