Login to emoneylogin to charles schwab

Advice Based Financial Services

CASH FLOW MANAGEMENT

CASH FLOW MANAGEMENT

FinTech has made our lives easier and more complex. Online shopping and multiple payment platforms can make it difficult to track expenses. Interest expenses from credit cards and loans can complicate cash flow. Learn how to create a budget, take control of your expenses and pay off debt faster.

PROTECTION PLANNING

PROTECTION PLANNING

Managing your risk is more than balancing stocks and bonds. Being underinsured can be a great risk in the face of tragedies. We will help you understand the costs, benefits, and conditions of your insurance policies. We’ll help you understand your exposure and discuss options to limit your risks.

INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Our knowledge and insight enables us to craft an investment plan uniquely tailored to you. Ongoing collaboration & monitoring helps our team discover new avenues for you to invest your wealth and accomplish your goals. We’ll educate you on each investment decision so you’re well-versed in the logic of our approach.

FINANCIAL INDEPENDENCE

FINANCIAL INDEPENDENCE

Whether you’re a few years away from retirement or it’s 30 years away, we’ll help guide you through the steps necessary to secure enough assets for your optimal lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your financial independence.

TAX PLANNING

TAX PLANNING

We don’t have a choice about paying taxes, but we can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year. We will work with your tax professionals to help you plan to reduce your tax expense now and in the future

BUSINESS PLANNING

BUSINESS PLANNING

Most business owners work incredibly hard for their businesses but may not be aware of how to make their businesses work equally as hard for them. We help business owners create compensation, benefits, and succession plans. Whether you are a sole proprietor, partnership or corporation, we can help you create strategies to help your business thrive.

A Wealth Of Possibilities

OUR PHILOSOPHY IS TO EDUCATE YOU ON BASIC FINANCIAL PRINCIPLES & EMPOWER YOU TO WRITE YOUR PERSONAL MONEY SCRIPT. WE WANT TO HELP YOU IMPROVE YOUR FINANCIAL FUTURE.

Many of us did not take personal finance courses in school. It can be challenging to keep up with the multitude of financial terms, accounts, and decisions we face daily. FinTech has revolutionized how we interact with our money, vendors, and financial institutions. With all of the technological advances, there are fundamental economic principles that still apply today.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you. 
Find out if our services are right for you.

“The best time to start was yesterday. The next best time to begin is today.”

— YOHANCE HARRISON

I'M READY!

What We Do

We are passionate about helping individuals rewrite their Money Script and take control of their financial lives. Learning how to manage your finances through your own experiences may cost you a lot of time and money. We can help guide you through our extensive experience in financial planning and organization. Our intention is to help you save you time and money. We are committed to helping you realize your financial dreams and goals.

What is a Money Script?

Money represents the coins, bills, and digital values we use to pay for goods and services. We earn money for the goods and services we provide as employees or employers. Money acquires property and other assets that generate money to purchase more goods and services.

A Script is a social role or behavior. We absorb and write our own Scripts from watching our siblings, parents, elders, and other community members. Our internal Money Scripts influence our financial habits & decisions.

READ MORE

Let’s Chat

Use the form below to tell us about your service inquiry and we’ll call you back to schedule an appointment. Please be as detailed as possible. Include what services you are inquiring about and who referred you to us.

You may also use this link to make an appointment. Our general response time is one business day.

BOOK A SESSION

    Meet The Team

    Yohance Harrison

    Yohance Harrison

    FOUNDER, CEO

    Alicia Harrison

    Alicia Harrison

    VP of Operations

    Saidah Harrison

    Saidah Harrison

    MARKETING MANAGER

    Aaron Groover

    Aaron Groover

    FINANCIAL ANALYST

    Alexis Patton

    Alexis Patton

    Accounts Manager

    Neha Srivastava

    Neha Srivastava

    Administrative Assistant

    Frequently Asked Questions

    How much is an initial consultation?
    Initial consultations are complimentary and at no cost to you.
    Is there an investment minimum?
    No, there is not an investment minimum.
    What are the fees to hire Money Script Wealth Management as an advisor?
    Fees are based on the complexity of your situation. During your complementary consultation all fees will be disclosed to bring us on as your advisory firm.
    Do you work with individuals and business owners?
    Yes
    Is Money Script Wealth Management, PLLC a fiduciary?
    Yes
    Are clients required to hire Money Script Wealth Management, PLLC as an asset manager?
    No. Clients can engage in financial planning or asset management or both!
    READ MORE