Money Advice, Deeper than the Dollar
Full-service financial planning for all. Helping you align your money with your morals, and live life by design.
“We are responsible for the world in which we find ourselves, if only because we are the only sentient force which can change it.”
– James Baldwin
Omni Wealth Planning exists to address a REAL need in the community: providing quality financial advice to those often overlooked by the rest of the financial services industry. We recognize the complexity of navigating America’s economic system. We are here to serve you.
The Omni Mission:
Help clients build a better relationship with money
Financial freedom and stability are rooted in our behaviors, and our relationship to money/labor. We explore these relationships and help to form better beliefs and habits involving money. These beliefs help to increase confidence while orienting you toward your highest values.
Equip clients with the skills to confidently navigate their life and money
There’s so much noise in the financial industry. We focus on simple, effective strategies that equip you to carry the torch in between planning service periods. This helps to increase confidence and move you to action, while saving you thousands in ongoing AUM and commission fees.
Move underrepresented communities toward wealth equity and economic literacy
We create collaborative environments through lectures, workshops, and other community-oriented events. We focus on engaging, informative events that answer WHAT to do, WHY to do it, HOW it can be done.
Eradicate poverty and support fair economic practices
Poverty and economic uncertainty are intentional, policy-based decisions. Change is rooted in education, community engagement, and advocacy for reform. Grow With Omni.
Your Partner in Wealth and Well-Being
We don’t have any products to sell or “one-size fits all” solutions. Our main focus is to educate and advise clients in a way that fits their unique needs and circumstances.
Financial Planning
Ready to get clarity on your financial well-being? Flat-fee advice and education for all of your financial concerns.
- Personalized financial guidance
- Education + coaching
- Transparent pricing structure
Speaking Engagements
Looking for an engaging speaker? Get expert insights delivered at your next event, covering a range of topics
- Engaging seminars and lectures
- Actionable financial education
- Market and economic insights
Not quite ready for services, or have questions?
Check out the Money Minded Weekly
Educational Content
Keep an eye out! Our next phase focuses on creating educational materials to help you navigate your financial journey. All for free! Sign up for the newsletter to be notified when new content releases.
Social Media
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Make an Introduction
Not sure what’s right for you, or looking to make an introduction before deciding? I’d be happy to answer any questions on a Zoom call.