No fuss, no hassle – no patronizing.
Hourly fee-only financial planner for women in Houston, Texas. Woman financial advisor, Rice Military, Montrose, Heights, Houston, Texas. Certified Financial Planner, Houston, Texas
Women are growing in economic power and are controlling more household finances than ever before, yet a recent survey shows that nearly 2 in 3 women are worried about outliving their savings. Are you securing your financial future?
Oshun Financial specializes in helping first-generation accumulators manage their money, grow wealth and gain confidence about their financial future. Sometimes we all need to talk to someone who can see things from our point of view…
"Our goal is to give you the knowledge and support to maximize and protect what you earn and what you own – both now and into the future"
There are two distinct financial phases in your adult life. The first phase focuses on production. This is where you are earning income and building wealth. In the second phase, which is during retirement, you are in consumption mode.
Inheritance aside, the quality of your life during retirement depends directly on what you do with your surplus income in your production years. From budgeting to investing, we help you get on track for financial independence.
Our services are designed for the do-it-yourselfer who wants to gain a clear understanding of their financial options so that they can take action with confidence. We do not seek access to your investments – we give you the guidance you need to manage your money.
The Financial Review
The Financial Review is a limited-scope engagement, which is perfect for getting answers to your most pressing questions, such as: Am I saving enough? Should I pay off debt or invest? What more should I be doing to secure my family’s future?
Fee: $1,500 – $2,500
Our planning engagements can cover a broad range of topics and the scope of work can be customized to suit your needs.
Fees are based on an hourly rate of $250.
Our consultations can cover a wide range of topics, including:
* Unless specifically requested, all meetings are conducted virtually.
Financial security is not about having millions and millions of dollars. To us, it’s about having a clear view of what you have and what you need both now and into the future. Importantly, it’s about taking the right steps to prepare yourself for life’s uncertainties and to build the resources necessary for your non-working years.
At Oshun Financial, we know that fees matter and we also know that high cost active funds rarely beat the market in the long run. That’s why our bias is toward low-cost ETFs and index funds that deliver value.
An optimal investment portfolio requires more than acquiring a wide spread of different assets. To be effective, each asset class and investment should play a meaningful role in your portfolio – while taking into account your financial objectives, risk profile, investment horizon and tax situation.
Hi, I’m Cherie Church, I specialize in financial advice for women.
Not because women need different advice from men, but because they will often need a different approach.
I believe that all women whether married or single need to be actively engaged in their financial life.
The work I do helping women plan their financial life is very personal to me. Like many from poor beginnings, I wanted to create a different life for myself but lacked the right money mindset for success. I was lucky enough to be forced to confront my financial missteps early in my career, which gave me an opportunity to take control of my finances and turn things around.
It is this background that fuels the understanding and diligence I bring to my clients. While money doesn’t make you happy, it gives you options that potentially wouldn’t be available to you without it.
We offer fixed fee, hourly Financial Planning & Advice in Houston, TX. Finding the right investment approach for your goals is what matters. Your investments should reflect what you want to get out of life. Investing is a long-term, considered pursuit and ‘beating the market’ isn’t a plan any more than ‘having more money’ is a goal. The best way is to invest intelligently, build a healthy well-balanced portfolio and give your money the space to grow in the long term.
Before founding Oshun Financial, Cherie spent 20+ years in investment management, working for some of the largest money managers including Barclays and Goldman Sachs.
Cherie is a member of the Financial Planning Association, The Garrett Planning Network and the National Association of Personal Financial Planners. She holds a BBA in Financial Economics from London Guildhall University and an MBA from the London School of Business & Finance. She is a CERTIFIED FINANCIAL PLANNER™ professional and is also a member and charterholder of the Chartered Alternative Investment Association (CAIA).
Flat fee, Fee only Woman Financial Advisor in Houston, Texas. We specialize in employee stock options, ISOs, RSUs, tax planning.