Your Story Financial, LLC
Your Story Financial, LLC
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you craft your amazing financial success story regardless of your age or amount of assets. - Shehara Wooten, CFP®
Virtual Fee-Only financial planner located in Dallas Metro-Plex, serving clients locally and across the country
Shehara Wooten is a CERTIFIED FINANCIAL PLANNER™ professional serving as a virtual fee-only financial planner located in Dallas, TX MetroPlex. Your Story Financial, LLC provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Shehara Wooten is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hello!! My name is Shehara L. Wooten. Since my name is unique and rare, many are unfamiliar with how it is pronounced. I will offer my assistance, it is pronounced "Sha-Hair-Rah".
I am originally from Columbus, OH and graduated with a B.S. in Electrical and Computer Engineering from The Ohio State University. Soon after working as an engineer and taking on various roles, I decided to truly seek God for my purpose. Through this process, I realized that part of my life's work was connected to promoting financial literacy for teenagers.
In 2004, I decided to pursue my passion by changing careers and began working in annuity sales with a global financial institution. In 2009, I started working with women who were professional, business owners, married and single as a financial advisor with a national broker-dealer firm. During my time with this firm, I acknowledged that my enthusiasm for promoting financial literacy to the youth extended to adults, specifically women. I also realized that creating financial success for clients, was not only correlated to the numbers in the plan, but having an understanding of the individual stories behind the numbers. This is where Your Story Financial, LLC was born. I am located in Dallas, TX, Your Story Financial offering financial planning virtually, meaning we can work together no matter where you live in the United States. I have a passion for creating financial success stories one chapter at a time.
In addition to helping clients achieve financial success, I enjoy spending time with family and friends, hosting events, reading a good non-fiction book, watching historical documentaries and spending time with my wonderful husband.
Shehara Wooten is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Your Story Financial, LLC was born, because we believe everyone deserves to have access to quality financial advice regardless of age or amount of accumulated assets. Furthermore, as a fee-only fiduciary registered investment adviser, we are not compensated via commissions, which allows us to truly put the clients' best interests first.
We know that everyone has a financial success story they want to create. If you look at your financial story as a book, imagine the last chapter in that book. What would we read? How does that look? Your Story Financial helps you get started at chapter one. We help you "write" each chapter of your financial success story, one chapter at a time.
Your Story Financial is also an associate member of NAPFA, National Association of Personal Financial Advisors. NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Your Story Financial is a boutique firm located in sunny Orlando, FL and we offer financial planning and investment management services, virtually, which means you can live anywhere in the country and get your financial planning and investment management services needs met.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- STEM Professionals
- Women Professionals
- Sudden Money Situations
- Novice Investors
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Shehara Wooten is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Shehara Wooten is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Shehara Wooten is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Shehara Wooten Named to Investopedia's 100 Top Financial Advisors List for 2022
Shehara Wooten is Quoted on NerdWallet.com: "How Millennials Can Take Their Money Beyond the Basics"
Meet Shehara Wooten, CFP® | Founder & CERTIFIED FINANCIAL PLANNER™ professional as Featured in Shoutout DFW
Shehara Wooten is Quoted in US News and World Report: "What Is a Financial Consultant?"
Shehara Wooten is the Author of In the Meantime: Own Your Financial Narrative
Shehara Wooten is Featured in Voyage Dallas Magazine
Contact Shehara Wooten
By Virtual Appointment
Plano, TX 75074