Finances and Generational Wealth with Shehara Wooten of Your Story Financial

On today's episode we talk with Shehara L. Wooten, an author, speaker, financial life-planner strategist, and the founder of Your Story Financial, LLC, a virtual fee-only fiduciary boutique firm committed to helping women and #STEM professionals move from unsure to confident about their financial decisions. She has over seventeen years’ experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional, helping individuals and families improve their financial position and craft their amazing financial success story regardless of their age or amount of assets. You can find Shehara and all of her resources at https://www.yourstoryfinancial.com/links.html Please share, listen and subscribe and if you have a minute to give us a rating and review in Apple Podcasts, it helps others find our content too! Feel free to reach out to us at with thoughts, comments, feedback and questions - we want to keep this platform as engaging as possible so stay connected with us! Gmail: [e-mail] Facebook: Muslim Women and Finance Facebook Group Instagram: https://www.instagram.com/muslimwomenandfinance/ Wellness Surge Affiliate Link: https://shop.wellnesssurge.com/?ref=cscaj2262r Disclaimer: Information in this podcast is for informational purposes only and does not substitute advice from a lawyer, accountant, tax or investment professional. We do not guarantee any results from the content discussed in our episodes. The views and opinions expressed in this podcast are those of our own and do not necessarily reflect the official position or ruling of any agency, organization, employer or company that we may be affiliated with. For rulings of Islamic nature, please seek out a trusted Islamic leader in your community. The content included in the following episode is copyrighted protected and cannot be used by third parties without prior written authorization from the Muslim Women and Finance team. A message from our sponsor ShariaPortfolio: ShariaPortfolio offers professionally managed portfolio solutions for Muslims, to help achieve their financial goals while conforming to their personal values. Information regarding our management fee structure is disclosed under “Portfolio Management Fee” in Item 5, “Fees & Compensation” on our Form ADV. Please review for any additional information. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Savior’s charges and expenses. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Savior is not registered. ShariaPortfolio also manages one private fund, SP Fund RE, LLC, a Florida limited liability company (the “Fund”), that qualifies for the exclusion from the definition of investment company under section 3(c)(1) of the Investment Company Act of 1940. As of August 21, 2019, the Interests in the Fund are generally being offered to “Accredited Investors” as that term is defined by Rule 501 of Regulation D promulgated under the Securities Act. However, the Fund is permitted to admit no more than 35 non-accredited investors as Investors and, at the discretion of the Manager, the Fund will admit such investors provided they are able to make the minimum investment. This is neither an offer to sell or buy securities. For a description of the business, operations, you should obtain and carefully read our Form ADV and any related prospectus material related to a Fund or offering before making any investment.