What Is Your Wealth Management Strategy?
Our extensive resources provide valuable tools that build plans to support your future growth. Incorporating all aspects that encompass wealth allows for a full picture of your past, present, and future.
our resources
We strategize a tailored solution for each individual and family we work with. Our resources provide the actions required to support in accomplishing long-term goals.
expressive wealth™ quiz
Knowing where you are today allows for a plan for the future. Our proprietary quiz gives us insight into understanding the levels of deep knowledge of your wealth.
net worth
Net worth is like a financial report card. It’s the difference between what you own (assets) and what you owe (liabilities). It’s a key indicator of your financial health and can increase as you save and invest.
planning checklist
A planning checklist is like a to-do list for your financial goals. It helps you organize and prioritize your financial tasks. It’s a useful tool to stay on top of your financial planning.
Express Yourself Podcast On YouTube
Quick statistics on what is happening in the US that share insights that can help empower you and your family’s financial future. Let yourself learn every day!
Express Yourself Podcast on Spotify
We all have questions that we would like answers to, we might not be able to answer all of them, but we will do our best to find a solution. Listen here for resources that can support in achieving your wealth goals through a holistic approach.
Learn More About Cultivating Your Wealth Legacy
Media Mentions
- BUYING A FIXER-UPPER HOUSE: HOW MUCH MONEY SHOULD YOU SINK INTO IT?CNBC
- 10 WAYS TO SAVE MONEY ON A TIGHT BUDGETU.S. News
- 8 MOVING COSTS YOU SHOULDN'T FORGET ABOUTU.S. News
- A PROFESSOR SPENT YEARS HELPING HIS MOTHER. NOW HE NEEDS TO FIGURE OUT HIS FINANCES.The Wall Street Journal
- EVERYONE'S TALKING ABOUT THE NEW TIPPING CULTURE HERE'S WHAT MONEY EXPERTS SAYCNBC
- WHAT HAPPENS IF YOU GO OVER YOUR CREDIT CARD LIMIT?U.S. News
- INFLATION EASED TO 6.5%, BUT PRICES ARE STILL HIGH, AS ARE FEARS OF A RECESSION. SO HERE ARE 10 MONEY MOVES TO CONSIDER IN 2023Market Watch
- HOW PERFECTIONISM COULD BE HOLDING YOU BACK FINANCIALLYYahoo Finance
- HAVING IT ALL: HOW TO ACHIEVE ALL YOUR FINANCIAL AND CAREER GOALSEntrepreneur
- FIVE MONEY MOVES TO MAKE RIGHT AWAY IN 2023The Street
- VANESSA MARTINEZ TALKS HOLISTIC SUCCESS AND FINANCESApple Podcast
- HOW TO KICK YOUR IMPULSE SHOPPING HABIT FOR GOODGo Banking Rates
- 5 MONEY MOVES EVERY WOMAN SHOULD MAKE BEFORE THE END OF 2022Yahoo Finance
- MORE THAN 1 IN 4 WORKERS MAKING $200,000 OR MORE NOW SAY THEY LIVE PAYCHECK TO PAYCHECKMarket Watch
- 19 FEMALE LEADERS ON SAYING NO TO HOLIDAY STRESSHer Money
- 3 SIMPLE WAYS TO ACHIEVE PERSONAL AND FINANCIAL CONFIDENCEEntrepreneur
- CLOSING THE GAP: NEW NETWORK SEES POTENTIAL IN CLIENT CARE CIRCLESInvestment News
- 8 BIG BUDGETING BLUNDERS (AND HOW TO FIX THEM)U.S. News
- HOW TO TALK ABOUT FINANCES WITH YOUR SPOUSEHer Money
- WALL STREET SUBE Y SUBE Y SUBE: REGISTRA NUEVAS MARCAS HISTRICASEl Financiero
- SOLICITUDES SEMANALES DE SUBSIDIO POR DESEMPLEO REGISTRAN LA MENOR CIFRA DURANTE LA PANDEMIAEl Tiempo Latino
- Financial Advisors Vanessa N. Martinez, Lauren Genuardi, and Darlene Duncan Launch Expressive WealthPR Web
- An RIA by women for women (and everyone)InvestmentNews
- Three Female Advisors Launch Chicago RIA Focused on Inclusivity and CommunicationWealthManagement.com
- Women-led Expressive Wealth launches with $200m in AUMCitywire
- Billion-Dollar Stifel Team Jumps to Sanctuary in IndianaAdvisorHub
- Why These Three Women Launched Their Own RIA FirmInstitutional Investor
- The Doctor Will See You Now. Why This New RIA Has a Clinical Psychologist on Staff.Barron’s
- Many Women Have No Retirement Savings Goal: Why You Need One (and How To Achieve It)GOBankingRates
- Summary Of North American Wealth Management Executive Moves – March 2024Family Wealth Report
- See How Much the Average American Spends Online ShoppingGoBankingRates
- Financial Experts: 5 Women in Finance We're Paying Attention to in 2024Yahoo Finance
- What Female FAs Learned by Founding Their Own Independent FirmsFinancial Advisor IQ
- Succession planning starts from ‘day one’InvestmentNews
- There’s a New Breed of Breakaway Advisor. And They’re Not Leaving the Big Brokerages.Barron’s Advisor
- 4 smart savings moves to make this SeptemberCBS MoneyWatch
Estate & Legacy Planning
Get support for your estate planning journey.
Depending on the stage you are in we can either provide support in the creation of your estate plan or give you a second set of qualified eyes to review your plan. Typically, estate plans are a “set it and forget it” process, our belief is that laws will continue to change and so will our lives and those surrounding us.
Your estate plan is a living document we advocate for it to be reviewed at least every 5 years.