We created a membership for marginalized small business owners who are ready to stop just surviving and start building real, lasting wealth—for you, your family, and your community.
You’re juggling debt, hustling hard, and building a business in a system that wasn’t designed for you to win. That’s why this membership brings together the education, accountability, and community you need to take control of your financial future.
This isn’t just about stacking cash (although, yes, we’re here for that too). It’s about creating a future where your success lifts up not just you, but the people and communities you care about most.
It’s about smashing through economic inequity and shattering it for good.
We Know the Deal
Financial Assets: Cash, investments, retirement accounts, real estate, business ownership, and other appreciating assets.
Knowledge & Education: Financial literacy, money management skills, and business acumen that help future generations sustain and grow wealth.
Access & Opportunity: Networks, credit history, legal protections, and systems that make it easier for the next generation to build wealth.
Generational wealth is the financial assets, resources, and knowledge passed down from one generation to the next, creating long-term economic security and opportunities for future family members. But it’s more than just money. It includes:
Ownership & Control: Land, intellectual property, and equity in businesses that provide financial stability and autonomy.
Business owners who want to build generational wealth but feel like they can barely get through the day-to-day.
I'm a CPA, CFO and Biz Money Coach and together with our entire team, we're on a mission to turn marginalized business owners from "not numbers people" to wealth builders and equity creators.
I'm a nut for Excel, a social justice junkie and a firm believer in supporting historically marginalized business owners so they can build power and wealth.
My superpowers are making overwhelming financial concepts easily digestable, taking action to get sh*t done and having entire conversations in GIFs (seriously... try me).
I secretly think I'm cool because I've met Prince William and kissed Zac Efron and I have a s’more for dessert every night. My other guilty pleasure is cookies, but I don't ever really feel that guilty about it.
We plan to have Community Calls twice per month and they will be hosted by Meg K. Wheeler, CPA and Financial Literacy Coach.
These videos will be like mini-workshops, usually 5-10 minutes long, paired with an action item outlined as a sort of "homework" for you to do. You can expect 2 action videos per month.
The Resource Library will include workshops, checklists, and templates that will help you understand your biz money and make empowered and educated financial decisions.