Danielle Tucker: All Things Financial Planning and Management Mentor

Name: Danielle Tucker

Home-state: Springfield, Massachusetts

Languages: English

Occupation: Financial Planning Mentor and Consultant

Website: https://www.eventbrite.com/e/are-you-the-first-in-your-family-to-start-building-wealth-askflp-tickets-91190863327?aff=ebdsoporgprofile​

​Why I Joined the FLP: I am extremely dedicated to serving communities of color. And my work shows that: while pursuing my undergraduate degree I held several seats on the executive board for the Black Student Union. 

     I was also a chair member of several committees on campus to address the needs and concerns of students of color.After graduation I decided to dedicate a year of my life to service, I moved to Bridgeport, CT and spent a year volunteering full time at a middle school. Now, I have started my own financial services practice. I am dedicated to educating people on smart money practices and putting capital into my community. I would like to broaden my audience and reach as many people as possible because we can stop the cycle of poverty that is so prevalent in our communities with education and access to resources that have been traditionally out of reach for us.

     I want to talk about the values that the black community carries and how they translate into the way we handle our money. I want to talk about how resourceful black families are and how poverty to some doesn't feel like it at all. I want to talk about shifting beliefs about the way that "things are" and "the way they'll always be". AND I want to talk about how we think things should go differently so the next generation can be better than us and our parents. I think a lot of different conversations can branch off of those as well.

   I believe it is a wonderful thing that [the First Ladies of Poverty Foundation] has set out to do, and I would like to support and be involved in any way that I can. I think that I myself have a lot of different experiences that I think would bring a unique perspective to the show. I would also like to promote my business and the work that I do in the community to reach more people with the resources I have to offer. I will say that I grew up privileged enough not to really know I was poor. Then working my way through college was tough but an enlightening experience that I learned a lot from and shaped who I am. During my year of service, I was put in check and had to humble myself because my students were living a life that I could imagine. I had realized that I had been afforded so many more opportunities, and that my kids were being exposed to so many different types of violence because of where they live and how much money their parents make. 
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What It Is Like Working With Me

     Once you decide you’d like to work with me we are partners in achieving your financial goals. All of my clients have access to a wealth of knowledge and resources made available through and by me. I take all my clients through a process to establish where they are and where they want to be, my team and I create a recommendation to get you there and we work with you along the way. There’s a saying that people do business with those they know, like, and trust. When creating a plan knowing, liking, and trusting who you work with is crucial to its success. I’d like to serve as someone who you can come to as a resource, a cheerleader, and a coach. I will help hold you accountable to your goals and be there when things go wrong or you’re stuck.

     Some of the things that we could work on are: creating and sticking to budgets, executing savings plans, creating retirement plans, and personal and financial goal setting. It is always free to meet with me, and I’m always happy to help with whatever I can.
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Professional Bio

     Danielle Tucker is a catalyst for change in underserved communities, dedicated her free time as an undergraduate to serving the local South Coast community. Creating opportunities for others to serve and facilitating difficult conversations between her peers. After graduating in 2018, she committed a year to service with AmeriCorps in Bridgeport, CT working with Middle Schoolers. Constantly returning to service Danielle participated in the VITA/TCE program in New Bedford and Bridgeport which provided free tax services to low income families and the elderly. Now, Danielle works with New York Life to educate people on smart financial practices and put money and resources back into the community that raised her.
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Are You The First or One of the Few In Your Family to Think About Or Start the Process of Building Generational Wealth?

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