She is a self-proclaimed “Wealth Expert” who believes that nothing should stop you from living your best life. When she’s not helping Black women overcome their money challenges, she’s travelling, learning new money strategies, speaking, or living a natural holistic life.
Pleshette holds a Bachelor of Science in Business Management and a Masters of Business Administration in Financial Services. Pleshette is currently licensed in Texas, Louisiana, Maryland, and Mississippi as a Life and Health insurance agent. She is also a National Social Security Advisor, helping individuals to maximize their social security benefits. Lastly, she is an Enrolled Agent, which is a tax advisor authorized to represent taxpayers before the IRS.
The culmination of her diverse, lifelong experiences has combined her two passions of teaching and finance, which leads to a more education-based approach in helping people become financially successful. Her favorite motto is “if you fail to plan, you plan to fail” and her goal is to help more people plan and achieve financial success.
How can we serve you?
You are not sure if you are achieving your money goals or want a money roadmap to follow to ensure your financial success.
You want to protect your family assets or provide consistent cash flow in the future and want to understand how these products work.