Breaking Down Financial Barriers and Building a Legacy

Worth Listening

03-12-2019 • 39 mins

Today’s guest is Carol Jones the Financial Planning Apprentice for Urban Wealth Management. Carol’s interest in financial planning stems from the struggles she experienced in helping her family with everything from budgeting to retirement. She was selected as one of two recipients of the 2019 Association of African American Financial Advisors Dalton Education Scholarship and is enrolled in the Certificate of Financial Planning program at Pepperdine University.

Carol has a heart for empowering people, especially women and younger generations to fulfill their dreams from a spiritual, academic and financial perspective.

Today Carol will share with us more about her personal financial story and what led her to pursue a career with financial planning. She’s worked hard to learn about different financial areas not only for herself but to help her Grandmother and parents to get on the right track in areas where there was a gap.

In This Episode We Discuss:

  • How Carol’s piggy bank was the start to her financial education
  • Why you should challenge the stigma about attending community college
  • The small scholarships that many people overlook
  • Why you shouldn’t create silos from the different areas of your financial future
  • The conversations you should be having with family and friends about finances

You can support and learn more about Carol at Urban Wealth Management or on Instagram. And, you can also check out her Instagram account Sisters Walking in Wisdom, with a website that’s coming soon.