Your Financial Tour Guide - Demetrice Dawkins

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

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planni...
05/27/2026

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planning with your other goals, I can help you start building.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

Contact me to learn more about how income protection could work alongside your savings and investments to support your f...
05/13/2026

Contact me to learn more about how income protection could work alongside your savings and investments to support your financial foundation.

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!
05/10/2026

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cult...
05/05/2026

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cultural pride.

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those withou...
05/04/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

Now that you’ve filed your tax return, it’s time to fine‑tune your financial plan. Schedule a quick check-in, and we can...
04/22/2026

Now that you’ve filed your tax return, it’s time to fine‑tune your financial plan. Schedule a quick check-in, and we can review options such as saving, investing, or paying down debt.

Today we celebrate our planet and commit to a greener, brighter future.
04/22/2026

Today we celebrate our planet and commit to a greener, brighter future.

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review an...
04/20/2026

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review any charitable and estate moves, and coordinate with your tax advisor so there are fewer surprises next spring.

Schedule a conversation to update your long-term wealth strategy and focus your momentum on the people and causes you va...
04/08/2026

Schedule a conversation to update your long-term wealth strategy and focus your momentum on the people and causes you value most.

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