Ask Me Anything 1 // Diana Yañez, MA, CFP, RLP
CFP Diana G. Yañez sits down with the New Dimes community to answer questions like:
How do I know when I’m ready to work with a CFP
How do you know if your financial goals are realistic?
What are some financial success tips for those struggling with ADHD, autism or both?
What are some strategies to plan for my parents’ retirement?
Is there a way to leverage life insurance to help build wealth?
How do we create a financial plan without hoarding or exploitation?
💌 Get in touch with Diana
La Bougette et La Lune - 4-week course on money management to create supportive cash flow practices
All the Colors -Diana’s company where she transforms the state of money management for women of color entrepreneurs worldwide. Her vision is to create systems for their money to become a stable and supportive foundation for themselves, their loved ones, and their community.
Strategy Squad - an RIA for individuals and families living lives of abundance and impact through values driven investments
🥧 Alllll the resources shared by attendees in the AMA chat
Values-based support
Better Banking Options - created to direct people to the banking options which are actively contributing to their communities
Just Transition - a vision-led, unifying and place-based set of principles, processes, and practices that build economic and political power to shift from an extractive economy to a regenerative economy
Elder parent care resources
“But What Will People Say” by Sahaj Kaur Kohli
In House Supportive Services - a California program providing in-home assistance to eligible aged, blind, and disabled individuals as an alternative to out-of-home care and enables recipients to remain safely in their own homes
National Care Advisors - a national consulting firm that serves individuals with complex care needs in all 50 states
Additional learning & services
The Trauma of Money - an online training that explores frameworks for healing collective and individual traumas to create financial safety and well-being
Queerd Co -Shame-free finance education that goes beyond the numbers
LearnLux - corporate sponsored global program that blends access to Certified Financial Planner® professionals with best in class money management tools; you can see if your company offers their services as a benefit
Advisers Give Back - a free, or donate what you can option to test out and try out meeting with an adviser. they’re kinda flaky sometimes but a decent option to look into
Support for neurodivergent folx
Article: Dealing with Debt and ADHD
Article: ADHD Resources for Managing Finances
Budgeting tools
Monarch Money - a web app for financial goals
CoPilot - a native app for spend tracking
Rocket Money (formerly TruBill) - financial management services like canceling subscriptions
Kubera - track your net worth in real time, see its changes over time, and get a glimpse of its future potential
YNAB - a native and web app for spend tracking
