Putting Your Money Where Your Mouth Is Through Values Based Financial Planning, Social Impact Investing, & Group Economics

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Black people in America are awakening to the truth that the system we support economically and politically has structural inequities. We have designed a financial literacy and investing program to address the inequities negatively impacting the African American community. The Black Money Matters Social Impact Investment Program is an Online Course that includes Coaching, Advisory, & Investment Management. Participants Learn financial literacy & Plan their financial future, while investing in a customized investment portfolio with professional asset management.

The Black Money Matters educational curriculum is accompanied by a Coaching & Consultation program designed to implement Values Based Financial Planning & Social Impact Investing. Our Holistic Approach to Teaching Financial Literacy will address our clients Financial Values, Social Impact, Group Economics, & how to incorporate Faith into our Finance & Investment lives. We focus on concepts of Behavioral Finance with the intent to Motivate, Engage, Educate, & Move Clients to Action.

Clients receive:

Monthly Group Coaching Calls

Financial Calculators

  • Focusing on one aspect of your current financial situation
  • Provide a single, linear calculation
  • Generate and deliver to client a short, easy to understand report

Forecaster Assessment

  • Identify your current financial situation
  • Illustrate what is needed to meet retirement, education, and major purchase goals
  • Assess existing life and disability insurance coverage
  • Analyze any additional life insurance needs
  • Deliver to Client a customized Forecaster client report

Asset Allocation Assessment

  • Establish your risk tolerance and determine an appropriate investor profile
  • Create an investment portfolio that is appropriate to the investor profile
  • Compare the expected rate of return and standard deviation for current and suggested asset mixes
  • Deliver to Client an Asset Allocation client report

Business Consultation & Development

  • Business Planning, Project Development
  • Dropshipping Strategy Development
  • Online Coaching Strategy Development
  • Online & Brick & Mortar Business Start Up *

Investment Account

Our Black Money Matters Social Impact Investment Program includes any number of Investment Accounts required to implement the clients Investment Plan. Our platform provides full-service brokerage, custody, trading, performance reporting, tax management, and compliance services. Our Online Investment Accounts include features such as:

  • Investment Automation
  • Fractional Shares & Dollar Based Investing
  • Commission Free Portfolio Trades
  • No Investment Minimums
  • Specialized Diversified Investment Portfolios
  • Auto Rebalancing
  • Tax Loss Harvesting
  • Fiduciary Responsibility
24/7 Account Access
  • View Holdings
  • Performance
  • Activity
  • Balances
  • Statements

Personal Accounts

  • Individual
  • Joint – Rights of Survivorship
  • Joint – Tenants in Common
  • Joint – Community Property
  • Joint – Tenants by Entirety
  • Custodial (UGMA/UTMA)
  • Revocable Trust

Retirement Accounts

  • Rollover IRA
  • Traditional IRA
  • Roth IRA
  • Beneficiary IRA

Business Accounts

  • Corporation-Type S
  • Corporation-Type C
  • General Partnership
  • Limited Partnership
  • Limited Liability Company – Type S
  • Limited Liability Company – Type C
  • Limited Liability Company – Partnership
  • Sole Proprietorship
  • Investment Club / Group

Additional Expenses will be incurred *

Your Instructor

Troy D. White
Troy D. White

Troy White has a Master’s Degree in Financial Analysis & Investment Management, a Bachelor of Science Degree in Business Management and a U.C. Berkeley Professional Certificate in Personal Financial Planning. He is also a Certified Treasury Professional with extensive experience and knowledge in educating customers on Investments, Securities Settlement Issues, Mortgage Warehouse Lines, Mortgage Backed Securitizaties, DTC, FED delivery, P&I Payments, Corporate Actions and other operations specific issues. He has held Series 7, 63, 65, Life & Health, CA Real Estate agent, Notary and NMLS licenses.

Course Curriculum

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!