LEAD WITH LOVE AGENCY
Financial Literacy & Leadership Development
Gain financial education & wealth strategies from the comfort of your home.
OUR APPROACH
At Lead With Love Agency, we empower individuals to make the best decisions for themselves, families and/or businesses by way of financial education. We focus on increasing financial literacy in order to facilitate financial independence & wealth preservation. Let us help you meet your needs.
OUR SERVICES
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Financial Literacy
We help individuals, families, entrepreneurs, and organizations understand how money works through clear, practical financial education, coaching, strategy, and training.
Schedule an assessment today. We design education and coaching that meets people where they are and moves them forward with confidence.
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Wealth Building & Preservation
We teach individuals to build lasting wealth by combining growth strategies with practical risk management. We focus on approaches that compound returns over time while minimizing the downside & life events that can erode capital.
We create a personalized wealth plan aligned with your goals, time horizon, and risk tolerance; use diversified strategies designed to capture long-term growth across asset classes; Implement disciplined & automatic allocation to keep your portfolio aligned with objectives.
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Workshops & Cohorts
We offer workshops and financial literacy cohorts for organizations designed to build a strong foundation in personal finance. Each session covers core concepts participants gain practical knowledge they can apply immediately. Reduced financial stress leads to higher morale, better focus, & increased productivity. It improves household resilience and reduce day-to-day anxiety.
A more financially secure workforce strengthens workplace relationships and fosters a warmer, more supportive culture. This lowers turnover and creates sustained retention and engagement. Overall, this helps companies remain resilient and thrive over time.
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Public Speaking
We increase financial literacy through public speaking, conferences, and curated events. Each presentation is tailored to the event and audience, addressing practical money skills, mindset shifts, and actionable strategies. Our talks cover topics such as budgeting that fits your lifestyle, debt reduction and management, saving and investing basics, retirement planning, entrepreneurship fundamentals, and aligning money decisions with personal values.
Our purpose is to inspire and motivate individuals to live more fulfilled lives by fostering optimal wealth and wellness. We emphasize the connection between financial confidence and overall wellbeing—showing how clearer financial direction reduces stress, creates choices, and supports meaningful goals. Sessions combine clear frameworks, real-life examples, and interactive elements so attendees leave with immediate steps they can take.
Typical formats:
Keynotes: High-impact presentations to motivate large audiences and introduce core financial principles.
Breakout workshops: Skill-building sessions with practical exercises and Q&A for deeper learning.
Panel discussions: Collaborative conversations addressing diverse perspectives and real-world scenarios.
Multi-day conference tracks: Sequential sessions that build knowledge from fundamentals to advanced topics.
Customized onsite trainings: Company- or community-specific programs designed to address particular financial challenges.
Expected outcomes for attendees:
Increased confidence making everyday financial decisions
Practical action plans for budgeting, saving, and debt management
A clear roadmap for long-term goals such as homeownership, business ownership, or retirement
Improved financial habits that support mental and physical wellbeing
Motivation to pursue personal definitions of success and fulfillment
We adapt content for different audiences—students, young professionals, working parents, retirees, small business owners, and underserved communities—ensuring cultural relevance, accessibility, and measurable impact. Every engagement aims to leave participants better equipped to steward resources, reduce financial anxiety, and pursue a life of balanced wealth and wellness.
FINANCIAL EDUCATION
An important part of securing your financial future involves understanding what things to consider and where to start. We focus on improving financial literacy for individuals and businesses.
IN PERSON AND VIRTUAL OPTIONS
Our offices are conveniently located in Texas and Mississippi. Can’t make it into the office? No worries – we’ve got you covered with Virtual Options.
UPCOMING EVENTS
We are committed to educating others about finances and wealth building. Follow us and come out to one of our events!
LOOKING FOR SUPPLEMENTAL INCOME?
We are always looking for those that are passionate about teaching and sharing. If that’s you, let’s turn that passion into passive income. Contact us now to get started!