Mastering Your Investment Mindset: The Key to Financial Success
In the realm of investments, there exists a powerful tool that can steer you towards unparalleled success or lead you astray – your...
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THE REAL
WEALTH COTERIE
WHERE MISSION MEETS MIND & MONEY
WHO WE ARE
At The Real Wealth Collective, relationships and alignment are at our core. We believe in living by our motto: Aligning mission, mind, and money to create a life and legacy you love. Lazetta Rainey Braxton, President and CEO, and Madisen Karlson, Vice President of Client Relations, are more than just financial planners. We are your partners in crafting a fulfilling financial journey that reflects your unique values and aspirations.
DISCOVER REAL WEALTH
At The Real Wealth Collective, we believe Real Wealth is built on a strong foundation: your mission, your mind, and your money. We work collaboratively with you and your financial team (e.g., accountant, attorney, etc.) to design, implement, and update a dynamic, personalized financial plan that aligns with your values and goals.
We believe Real Wealth goes beyond numbers. We partner with engaged individuals seeking a collaborative approach to achieve their financial dreams, whether you're building a career, raising a family, planning for retirement, inheriting wealth, or growing your business. We may be a perfect fit if you value financial clarity and empowerment.
On your Real Wealth journey, we remove the complexity, leaving you confident and clear with each interaction. We guide you through a dynamic and personalized financial planning process designed to meet you where you are and guide you along the way. You’ll discover a newfound peace of mind knowing your financial life is guided by client-centered experts who prioritize your well-being.
REAL PARTNERSHIP
Personalized Planning
Financial Organization
Continuous Support
Objective & Unbiased Advice
As a 100% virtual financial planning firm, we eliminate geographical barriers and offer flexibility to conveniently meet with you where you are!
Together, we create, implement, and update a dynamic roadmap aligned with your unique and evolving goals, values, and circumstances.
We help you organize and simplify your financial life making it easier to manage and understand your financial picture with the support of your alliance partners.
Your financial journey is an ongoing process. We provide ongoing support, adjustments, and regular communication to keep you on track and informed.
Our tenured CERTIFIED FINANCIAL PLANNER™ professionals honor the fiduciary standard. We are commited our legal and ethical duty to act in your best interests. We place your needs first and ensure that you receive transparent guidance.
OUR CLIENTS
Adulting
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Building a financial foundation, thriving professionally, planning for future homeownership, and navigating single or couple finances.
Retiring
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Maximizing retirement savings, planning for income sustainability, and navigating healthcare considerations.
Windfalls
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Strategically reimaging and designing your life with the money received.
Parenting
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Preparing for college education costs, managing childcare, and planning for long-term financial security.
Entrepreneurship
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Developing financial strategies for business growth, managing personal and business finances, planning for succession.
Generational Wealth
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Navigating first-generation and sandwich-generation challenges and opportunities for a long-lasting legacy.
"Trusting this team with my finances was the best decision I've ever made—they transformed my portfolio and my peace of mind."
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OUR BLOGS
FOLLOW OUR BLOG FOR TOPICS ON MONEY, CULTURE, FINANCIAL PLANNING & MORE.
THE COTERIE
STAY IN THE KNOW
If you resonate with our approach and believe we could be a good fit for your financial journey, we encourage you to complete our Real Wealth Inquiry Form.
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