Financial Wellness Benefits That Last And Multiply For Generations

Creating Faithful Stewards

Meet Your Guide

"Navigating Our Community To A Greater Financial Legacy."

Established 2020

My Goal With This Platform

Being that I’m a financial wellness enthusiast who is also an insurance agent, I take deep care to help my clients improve their financial health. Whatever your financial aspirations may be, I seek to be able to serve them through carefully curated content that you’ll find in different sections of my website.

Established 2020

My Goal With This Platform

Being that I’m a financial wellness enthusiast who is also an insurance agent, I take deep care to help my clients improve their financial health. Whatever your financial aspirations may be, I seek to be able to serve them through carefully curated content that you’ll find in different sections of my website.

Services

What We Offer

Young @ Heart

Young @ Heart is a resource catalog and a one-stop-shop, including benefits and programs, for our seniors.

LEGACY PROGRAM

Created to provide a vehicle to help clients achieve their dreams in the cradle of our Elite Training System.

“Lazy hands make for poverty, but diligent hands bring wealth.” – Proverbs 10:4 NIV

The Faithful Approach

Why Choose Us!​

Affordable Courses

Exclusive financial literacy courses from our professional partners that are affordable no matter your situation.

Premium Content

The very best financial literacy trainings from many sources compiled for you into bite-sized, easy to understand topics.

Qualified Mentorship

A few of our communities strongest financial leaders with proven track records sharing tangible experiences.

Hands-On Support

Private and personalized attention to assist you in getting from where you are now to where you desire to be.

Diverse Community

Achieve faithful stewardship with a committed group of people from every race, age and financial background.

On Your Own Time

Make the most of our ever-growing content library at the pace that works best for you in your current situation.

What Our

Clients Say.

Yvonne Brown has been an exceptional financial advisor thus far. She provides me with a high level of professionalism and honesty when it comes to my finances. As a young woman who is trying to create generational wealth Yvonne has always recommend great strategies in doing so. She is very knowledgeable in her field and provides me with many different options to fit the lifestyle I have and want for the future. She always considers and respects my choices and always provides great service. I am not to familiar with many of the terms and processes that comes with setting up investments, but Yvonne took her time explaining everything so I can become more educated on what is going on regarding my finances. I was worried about my investments but after coming to Yvonne I have more peace of mind knowing where and how my money is doing. I would highly recommend Yvonne to anyone regarding their finances as she is knowledgeable, empathetic, professional, and trustworthy.
Alana
As a single mother of 2, Yvonne has helped me in major ways. For one, she has taught me the importance of having life insurance and how selfish it is to not have one. She has brought out the inner accountant in me and has helped me grow my savings with her creative and effective plans that she made specific to my life and circumstances. I am so proud of the amount that I put away for my children’s RESP. I’m so grateful to have her in my life!
Sharifa B.
Yvonne has helped me put my financial portfolio together. She saved me a lot of money. I thought that I was managing my finances very well but Yvonne came and took a look at it and tell me what I can do to make it better. She takes charge and I agree with her strategies. I am very happy and pleased with her services.
Carmen Bennett

FREE Consultation

As an Insurance Agent, I offer free initial consultation to all my clients. Services includes: Free Financial Assessment, Financial Coaching, Free insurance review, and Estate Planning

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