Meet Shehara Wooten, CFP: You Can Have Financial Freedom!

STEMming in Stilettos with Dr. Toshia

Welcome to 2024!
Shehara's Career Transition to Financial Planning
Shehara shared their educational and career journey, highlighting their struggles with reading and math that led them to a special school. Shehara's interest in problem-solving and STEM subjects led her to consider a career in accounting, but she ended up pursuing engineering. After five years of studying electrical engineering, Shehara switched careers and entered the financial services sector. Shehara's interest in personal finance led them to start their financial planning firm, where she continues to grow and develop as a financial advisor.
Career Change and Purpose Discussion
Shehara shared her journey of changing careers from engineering to finance - a field they were unfamiliar with but found intriguing. She expressed her passion for teaching and her desire to help others with financial planning, especially those aiming to retire early. Shehara emphasized the importance of self-reflection and understanding one's purpose, noting that it's not about being stuck in a situation but about taking ownership of one's life and envisioning how one wants it to look.
Pursuing Purpose and Financial Legacy
Natoshia and Shehara discussed the importance of pursuing one's purpose and not being confined by others' expectations. Shehara shared her belief that people should not be limited to one role or interest, as exemplified by their multifaceted interests. The conversation then shifted to financial matters, with Shehara emphasizing the importance of nominating a beneficiary for all accounts to create a financial legacy. They also noted the advantages of technology in banking, highlighting that some tasks may be more feasible with a bank rather than a credit union.
Time Management, Budgeting, and Support for Black and Brown Women in Tech
Shehara and Natoshia shared their personal experiences and strategies for time management and budgeting, emphasizing the importance of utilizing tools that work best for each individual. Shehara announced a workshop they are organizing with Michelle Hayward on January 22nd to support black and brown women in the technical engineering fields. They also shared advice they would give to their younger self, stressing the importance of pursuing personal goals over societal expectations. Towards the end of the discussion, they mentioned a future event and agreed to continue the conversation about Shehara's method of overcoming debt.
Find out more about Shehara Wooten or buy her book here: YSF Links - Your Story Financial, LLC
Linkedin:
https://www.linkedin.com/in/Shehara/
January 22, 2024 webinar at 7pm EST
https://bit.ly/PositiveHireOwnYourNarrative
Cash Flow Planning tool
https://bit.ly/YSFAWinton
𝙄𝙣 𝙩𝙝𝙚 𝙈𝙚𝙖𝙣𝙩𝙞𝙢𝙚: 𝙊𝙬𝙣 𝙔𝙤𝙪𝙧 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙉𝙖𝙧𝙧𝙖𝙩𝙞𝙫𝙚
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You can find out more information about Dr. Toshia here:
https://www.drtoshia.co
STEMming in Stilettos Youtube Channel: https://youtu.be/xAc25J7UH9A