Your Financial Tour Guide - Demetrice Dawkins

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Your Financial Tour Guide - Demetrice Dawkins We believe that fair and equitable Access to financial knowledge should not just be for the few.

May this Yom Kippur bring peace, reflection, and renewal.
09/20/2026

May this Yom Kippur bring peace, reflection, and renewal.

Legacy isn’t only what you leave behind; it’s how you leave it. Updated beneficiaries and organized documents can help r...
09/16/2026

Legacy isn’t only what you leave behind; it’s how you leave it. Updated beneficiaries and organized documents can help reduce confusion and help preserve your intentions. Let’s schedule a quick life insurance check-in.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.
09/11/2026

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.

Happy Labor Day! Hope everyone has a nice and relaxing weekend.
09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

If you have a lot on your plate and your financial goals feel like just “one more thing,” you’re not alone. Message me t...
08/12/2026

If you have a lot on your plate and your financial goals feel like just “one more thing,” you’re not alone. Message me to pick one topic — retirement, college funding, income protection, or legacy planning — and start there.

This National Black Business Month, we honor Black-owned businesses built with vision and purpose. They can shape market...
08/01/2026

This National Black Business Month, we honor Black-owned businesses built with vision and purpose. They can shape markets, influence culture, help create opportunity, and build legacies beyond the moment.

You’ve put real work into building your home, career, business, and future. A quick check-in can help make sure the basi...
07/15/2026

You’ve put real work into building your home, career, business, and future. A quick check-in can help make sure the basics are aligned to protect what matters most. Let’s set up a time to talk.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

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