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WORK WITH US

We help you break the cycle of spending so you can grow wealth and live the life you deserve! Attend an online workshop, sign up for 1:1 financial coaching, hire us to speak at your event or to your group, interview us, or partner with us.

 
WORKSHOPS

FINANCIAL INDEPENDENCE WEBINARS

Did you know Winenance started off as a PowerPoint Presentation we made for our girlfriends to help teach them what we learned about investing in our 401Ks? (See, we told you we're money nerds 🤓). We want everyone -- especially women and People of Color, to feel confident in their ability to build wealth through investing. So we offer free and paid premium virtual workshops for our community.

 

Click here to pre-order our upcoming workshop: Build Wealth In Your 401K!

 
COACHING

PORTFOLIO REVIEW SESSION

Ready to setup or rebalance your 401K or IRA, but don't know where to start? Our one-on-one consultation sessions will provide you with personalized guidance and support in navigating your retirement portfolio and investment options. We'll walk you through, step-by-step, and help you understand your options so that you can reach your financial goals.

  Click here if you would like to learn more about our coaching sessions.

 
SPEAKING

HIRE US TO SPEAK TO YOUR GROUP OR AT YOUR EVENT

Due to COVID-19, we will evaluate in-person events on a case-by-case basis; however we are happy to join your virtual events and conferences. 

Bios and press sheets available upon request. View our LinkedIn profiles here: Marie | Stephanie

  • Businesses + Organizations: We got our start hosting in-person workshops to small groups and have a public speaking background.  We would love to speak to your colleagues or members on a number of personal finance and investing topics. Please contact us here if you would like to hire us to speak to your group.

  • Events: If you're looking for speakers for your panel or for us to host a breakout session at your event, we would love to speak to your conference attendees. We have prepared presentations on a number of personal finance and investing topics. Please contact us here if you would like to hire us to speak to your group.

 
COLLABORATIONS

BRAND PARTNERSHIPS + SPONSORSHIPS

Our mission is to help as many people as possible break the cycle of spending, grow wealth, and live the lives they deserve. If your product or service can help others accomplish that, then we would love to collaborate with you. This can include sponsored blog posts, social media posts, account takeovers, and more. If you're interested in working with us, please send us a message here. Bios and press sheets available upon request.

 

Bios and press sheets available upon request. View our LinkedIn profiles here: Marie | Stephanie

 
MEDIA

INTERVIEW US

Women, young people, people of color -- especially Black men and women in America -- have been historically, intentionally, and generationally left out of wealth-building conversations and opportunities. As sisters who grew up financially insecure, and as Black women navigating life, career and finances, we have built success because of and in spite of  these challenges. If you're looking for money experts or guests who can speak to the intersection of class, race, gender, and age, then we would love to speak with you. If you're a journalist, blogger, podcaster, vlogger, or influencer who is interested in interviewing us, please send us a message here.

 

Bios and press sheets available upon request. View our LinkedIn profiles here: Marie | Stephanie

 

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Disclaimer: We are not licensed financial advisors. We share our personal investment philosophy based on our research and what has worked well for us. There is always some risk with any form of investing, and we cannot guarantee you will be successful with saving, earning, or making money; nor can we guarantee you will not incur any losses. We encourage you to do your own research, and perhaps seek the advice of a licensed financial advisor if necessary.

©2021 by Winenance FI

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