We believe real wealth starts from within, with clarity, confidence, and a plan grounded in purpose.
We’re here to empower both Black professionals and service industry workers to take control of their finances and build a life rooted in stability, freedom, and legacy. Whether you're navigating a demanding career, living on variable income, tackling student debt, or saving for your first home, you deserve guidance that meets you where you are.
Our approach goes beyond quick tips and rigid budgets. We offer practical tools, personalized coaching, and culturally conscious support that’s designed for real life, including the unique financial challenges and aspirations faced by our communities.
At Financially Rooted, we don’t believe in shame or one-size-fits-all advice. We believe in a structure that supports you, habits that empower you, and money strategies that help you grow on your terms.
What We Stand For:
🌱 Empowerment through Education
We break down complex money concepts into actionable steps that meet you where you are.
💸 Clarity Over Chaos
No shame. No fluff. Real strategies and support to help you get unstuck and become financially confident.
🏁 Legacy Building
We don’t just talk about money — we talk about ownership, impact, and creating something that lasts.
Hi, I’m Alyse — a corporate finance professional, strategist, and founder of Financially Rooted.
After nearly a decade of working at leading institutions like JPMorgan Chase and Darden Restaurants, I gained firsthand insight into how financial systems operate from the inside. I’ve led everything from multimillion-dollar capital analyses and budgeting across national restaurant brands to regulatory reporting for global investment banking.
But even with all my experience, I knew something was missing, especially for people who look like me. Conversations around money weren’t inclusive, and financial literacy wasn’t meeting the real-life needs of Black professionals navigating careers, family, and legacy-building.
So I created Financially Rooted - a space where we bring structure, clarity, and empowerment to your financial life. My goal is to bridge the gap between corporate-level finance tools and the everyday decisions that contribute to building generational wealth.
I don’t believe in fluff or fear tactics. I believe in education, equity, and helping you feel in control of your money, not the other way around.
Copyright © 2025 Financially Rooted- All Rights Reserved.
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