Today we’d like to introduce you to Yolanda “Yolie” Marshall.
Yolie, please share your story with us. How did you get to where you are today?
I had no interest in serving in this field initially, but it all starts with my personal financial literacy journey that began in 2008. I always understood the basics; budgeting & saving. But I did not know all of what personal financial literacy truly involved.
I was newly married and a mother, I’d started a new career & was earning more money than ever. My values & desires shifted. Realizing that, I wanted to learn and grow so I submerged myself in all things personal finance. I loved it so much that I didn’t stop until I mastered it.
From there, I wanted to learn to leverage all of the retirement & employee benefits my employer offered & understand tax obligation.
All of the knowledge I gained, afforded me the opportunity to build my financial plan and to share how I did it with my family, close friends & co-workers.
I shared & taught so much, I became their go-to for financial advice. Many of them would say “You should do THIS for a living!”
I had absolutely no interest.
Fast forward to March 2019, I finally took their advice. I wanted to start out right, so I invested in myself & business. I took a tax certification course, in which I am now certified and bonded, as well as a credit education course to better serve my clients. Then, I started offering my knowledge as a service.
It was scary but I jumped in head first and officially launched 8/4/2019!
We’re always bombarded by how great it is to pursue your passion, etc. – but we’ve spoken with enough people to know that it’s not always easy. Overall, would you say things have been easy for you?
It has not! I had an audience of people but not much reach if that makes sense. The challenge was nailing down my ideal client and learning how to speak directly to them, believing in myself and what I had to offer the world. To grow in this, I invested in myself again and got a business coach. The best investment to date!
So, as you know, we’re impressed with Freely Financial – tell our readers more, for example what you’re most proud of and what sets you apart from others.
I’m most proud of being a black female, owned & operated business that covers all of this under one umbrella and creating a safe space for making business owners to not be afraid to or be ignorant to knowing that they can define and pursue legacy on their terms.
Two things drive our mission, one is seeing how overt the wealth gap is and how it affects Black people and two, there is a heart breaking static that says by 2053, black wealth will be non-existent. We are on a mission to kill it.
We plan to do so by helping black entrepreneurs go from “Me E O to CEO™“. Our desire is for clients to have the freedom & flexibility to live life on their terms, improve their community with authentic personal growth & self-mastery with our customized, tried and true process.
So, what’s next? Any big plans?
First, the ultimate plan for Freely Financial is to be a full stop financial literacy firm that will have different experts and coaches that can inspire and assist entrepreneurs & professional to see their dreams materialize. Secondly, we’d love to have our program/curriculum in schools across the nation.
Something we’re working on now is our student engagement curriculum. We want to teach children between the ages of 10-17 to be financially literate. Teaching them what a budget is & how to create one, the pros & cons of credit cards and what are the best practices in using them and the fundamentals of taxes.
- Website: freelyfinancialservices.com
- Phone: 3104009017
- Email: firstname.lastname@example.org
- Instagram: freely_yolie, freely_financial
- Facebook: Freely Yolie, Freely Financial
- Other: bit.ly/chatwithyolie to book a discovery call