Spotlight: RS Financial Services
Certified Financial Education Instructor Sonia Diaz and Robin Carter of RS Financial Services work to break generational cycles of poverty and poverty-mindsets, and help families meet their financial goals.
Goals
Our goals are to help to financially educate, equip and empower our clients as well as the community to reach their financial goals and to build generational wealth.
Motivation
We are driven by our passion to educate and empower individuals and families to reach financial wellness. It is our hope that through financial education they will be equipped to make better and sound financial decisions. If they are educated and equipped then they will be empowered to meet their financial goals. If they are empowered, then they can help break the generational cycle of poverty or poverty-mindsets and build generational wealth.
RS Financial Services
We provide educational seminars and also social media live videos on different topics and follow-up with the attendees to gauge their financial situation and see how we can help.
Strengths
My team consist of myself and my husband, Robin Carter. Where he is strong in providing deep financial knowledge, I am more focused on financial knowledge through learning about your behaviors and attitudes towards money. I help coach the clients in the areas of finance and Robin helps them find the opportunities for them to meet their goals.
Challenges
The challenges were establishing ourselves in the community as not just an insurance agency but a resource for financial literacy. An additional challenge was reaching our own financially sustainable future before we helped the community establish theirs.
Raising Awareness and Building a Sustainable Initiative
We raised awareness of our initiatives first through doing research and learning about the NFEC. This program was aligned with our goals to learn how to best teach personal finance to reach the maximum amount of awareness in our community. We then took it to Social Media and to the various organizations we worked with to help spread the word. We created an introductory video, a Financial Empowerment Group on FaceBook and began to spread the message. This evolved into us doing bi-weekly live financial events and we will also create zoom events so that we can create a more targeted audience.
How can Readers Support Your Efforts?
Our readers can support our efforts by promoting our website and social media pages.
