coterie
coterie(noun) co· te· rie | kō-tə-ˈrē
A unified, mindful collective of people with aligned values and interest in Real Wealth
Embracing Life Stages
Every life stage is a new beginning. Let's navigate your financial journey together, building a legacy for you and future generations.
Adulting
Building a financial foundation, thriving as a professional, managing student loan debt, planning for future homeownership, navigating single or couple finances.
Entrepreneurship
Developing financial strategies for business growth, managing personal and business finances, planning for succession.
Parenting
Preparing for college education costs, managing childcare expenses, planning for long-term financial security.
Wealth
Windfall
Managing unexpected income, such as inheritances or settlements, reimaging your future, and making informed decisions about your new wealth.
Retiring
Maximizing retirement savings, planning for income sustainability, navigating healthcare considerations.
Generational Wealth
Navigating first-generation and sandwich-generation challenges and opportunities for a long-lasting legacy.
REAL WEALTH
the
experience
PERSONALIZED FINANCIAL PLANNING & WEALTH MANAGEMENT
We're a 100% virtual financial planning and wealth management firm, shattering geographical barriers and bringing expert financial guidance directly to you.
Together, we'll customize a dynamic roadmap for your Real Wealth journey that evolves with you.
OBJECTIVE
FINANCIAL
ADVICE
Our tenured CERTIFIED FINANCIAL PLANNER™ professionals operate under the fiduciary standard, keeping your best interests at the forefront. We translate complex financial information into clear, actionable steps aligned with your vision and goals.
CONTINUOUS
SUPPORT
Your Real Wealth journey is a continuous adventure, and we're here to guide you every step of the way. Our dynamic approach balances structure and flexibility to provide ongoing support, plan updates, and open communication to keep you on track and informed.
FINANCIAL
ORGANIZATION
We help you organize and simplify your financial life, making it easier to manage and understand your financial picture with the support of your Coterie partners.
THE VISIONARY GUIDE
LAZETTA RAINEY BRAXTON, MBA, CFP®,
FOUNDER & MANAGING PRINCIPAL,
THE REAL WEALTH COTERIE
Having experienced economic booms and busts, technological revolutions, and social shifts, Lazetta brings her unique perspective to The Real Wealth Coterie as a Gen X Visionary Guide. Her experience translates into a powerful journey for navigating Real Wealth across generations.
WISDOM AND INSIGHT FEATURES IN GLOBAL MEDIA
MINDFUL MONEY MOVES
our
blog
