About Us
Welcome to Essentials of Wealth ✨
Empowering the 20-somethings and those with the least disposable income to
enhance financial literacy skills
Our mission is to provide insight into personal finance topics that are often overlooked and commonly not discussed. Together, we'd navigate the intricacies of building a path to financial wellness.
Being financially literate enables individuals to make informed decisions about their money, avoid financial pitfalls, and work toward long-term financial stability and independence.
Values
Self improvement
Self validation
Intergrity
Growth & Learning
Meet
Jakari ✨
After graduating with a B.S. in Business Administration concentration in Financial Planning, I have acquired years of experience in the wealth management industry.
With a combination of my educational background, my career and my own curiosity and research, I have gained incredible insight on the values of financial literacy. I've also been able to identify the lack of general knowledge and resources for not only money management but effective ways to build for the future. Entering into the workforce and next level of adulthood, I saw significant value in developing the skills and knowledge to be better equipped for fund management.
While I have many passions, my purpose with the Essentials of Wealth is to combine my problem-solving, goal-setting, organization and interpersonal skills with my values of helping others in an authentic way to be great.
