Media
Kristin Speaks at Oklahoma's 1st Women's Wealth Conference
The Success Becomes Me Conference kicks off the week of September 18th in Tulsa Oklahoma. Per the founder, it's the first conference of it's kind for women in the state. It's focus is to help promote Economic Parity among women in Oklahoma through Entrepreneurship, Community & Education.
Check out our founder, Kristin Afelumo, as she chats with Channel 2 News Oklahoma in Tulsa about her upcoming talk on Thursday September 20th.
Generational Wealth & Tax Advantaged Investing
Did you know that most people outlive their IRA balance?
Saving in tax advantaged accounts like a 401(k) or IRA allow you the benefit to day of tax deferral but can also be passed down to your beneficiaries.
Wondering if you should be saving for college or focus your efforts on retirement?
Check out the video for more!
what is generational wealth
Ready to get started building Generational Wealth?
Check out our Founder, Kristin Afelumo, on News on 6 Tulsa in her first installment of her series on Building Generational Wealth.
Catch her live on the 4th Wednesday of every month during the noon hour.
Herplanning client spotlight by voyage dallas
Check out the July 7, 2023 article where some of our favorite clients, Jaren Collins & Kristen Wells-Lewis give Kristin a shout out!
Our favorite part?
"As an entrepreneur, she [Kristin] helped me set up systems to invest and save for my future while also giving sound unobstructed advice on how to manage my money on the day-t0-day. Kristin also challenged my money concept in the early years to seek to grow and scale my business far beyond my own understanding and vision."
Congrats on your engagement Kristen & Jaren and your business success!
Meet Kristin by canvas rebel
This one is especially for our Entrepreneurial friends. Check out Kristin’s most recent interview by Canvas Rebel where they chat about HerPlanning’s Origin Story.
We were lucky to catch up with Kristin Afelumo recently and have shared our conversation below.
Kristin, looking forward to hearing all of your stories today. Looking back at the decisions you made early in your career, particularly whether to join a firm or start your own, do you feel you made the right choice for that stage of your career?
In 2013 I was at a dead-end job…
Leaving your job?
If you're leaving your job there are more than a few financial considerations. Check out Kristin on her 6/21/23 appearance on News on 6 - Tulsa to hear what she has to say are her top 3.
divorce Finances & Planning
Did you hear Kristin on the Dads 'n Dollars Podcast? This episode is a must-listen if you're considering a divorce. She talks with her peer Financial Advisors about how she and other Certified Divorce Financial Analysts can work collaboratively with you and your divorce team to expedite the your divorce process as well as give you more confidence around the financial aspects of your divorce. Tune in and tell us what you think!
Getting Married?
Here's what to ask your future spouse before you tie the knot.
- What's your partner's philosophy about debt?
- What's their credit score and how did they get there?
- Who will pay the bills?
- Will yall have a joint account?
- Should you get a prenup?
All questions Kristin covers on her May 24th appearance on News On 6 Tulsa.
Insights for Independence Podcast
One of Kristin's favorite things is chatting with other FAs about the work she does for clients. If you're a Financial Advisor who's curious about how HerPlanning runs, what our systems are, what it's like to run a completely virtual practice and how to build client relationships, this is for you.
We cover topics like:
- How I relate to and attract clients
- How I build relationships with clients
- Niche Marketing
- Service Offerings
- Tools I use to serve Millennial clients virtually
- Client's ownership over HerPlanning
- How to grow your practice
- the HerPlanning "mobile"
If you're a client, feel free to listen! No secrets here ;)
How to Choose a Financial Planner
Choosing a Financial Advisor or Planner can be tough! With so many options, how do you know who the best fit will be?
Check out Kristin Afelumo's April 26, 2023 Interview on News on 6 Tulsa for answers!
Hidden Gems: Meet Kristin Afelumo of HerPlanning
Written by VoyageDallas:
Today we’d like to introduce you to Kristin Afelumo.
Hi Kristin, please kick things off for us with an introduction to yourself and your story.
When I started my practice in 2014 in North Dallas, I was looking for a career where I could make what I was worth and have a real impact on the lives of others. I never imagined that my mere existence in the Financial Services industry nearly 10 years later would be a disruption on its own...
The Banking Crisis: Should You Be Concerned?
Check out Kristin's Interview on News On 6 in Tulsa, Ok on March 22nd 2023.
During this episode of her Monthly Segment, she covers:
1. How banking works and how SVB got into this situation.
2. How to get more FDIC Insurance and
3. What to do if you need more than the standard $250k.
Preparing for a Recession?
Check Kristin Afelumo's February 22, 2023 Interview on Tulsa's News On 6 where she shares tips on how you can prepare for a recession.
