10/16/24

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

  • Diana's LinkedIn and Instagram

  • 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

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

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

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Wealth Coworking 1 // Aimee Espiritu, M., Ed.