Shehara Wooten, CFP® Your Story Financial, LLC

About Shehara Wooten, CFP®

Shehara Wooten, a fee-only CERTIFIED FINANCIAL PLANNER™ professional, is a career changer. She graduated with a B.S. in Electrical and Computer
Engineering and her first job out of college was with an industrial manufacturing
firm. She served various roles from engineering to sales. After some deep soul
searching, praying and reading Purpose Driven Life and What Color is Your
Parachute, she took a leap of faith and decided to leave that company and pursue
her purpose which is helping women and STEM professionals craft their amazing
financial success stories. As a STEM professional, she started saving and maxing
out her 401k. However, she had a suspicion that there was more to be done.
Fortunately, her church, at the time, offered financial literacy workshops and her
dad, also, sent her financial literacy materials from authors such as Robert
Kiyosaki. As she learned more, she wondered why these concepts weren’t taught
in school. From that point forward, she was motivated by knowing that financial
literacy was much needed for teenagers and adults alike.
In 2004, she joined a global financial services company and never looked
back. In 2009, she pursued a role as a financial advisor so that she could
continue to pursue her goals of helping individuals and families pursue strong
financial goals.
From there, she developed an even greater passion to help people craft
their amazing financial success story regardless of their age or amount of assets.
With some time in the profession, she realized that there was a limit to who she
could help. If you didn’t already have assets, then you, mostly, were on your
own until you accumulated assets. If you were younger and didn’t have an
inheritance or something like that, you, most likely, would get passed over by a
well-meaning financial advisor. This didn’t sit well with her and once she
realized, there was another way, she explored the fee-only fiduciary side of
becoming a financial planner. In this business model, she discovered she could
assist gainfully employed women and STEM professionals, who hadn’t quite
accumulated the assets required to work with a traditional financial professional,
access solid financial planning. Thus, in 2016, Your Story Financial, LLC was
born. It is a virtual fiduciary boutique firm committed to helping women and
#STEM professionals. Your Story Financial was established as a Registered
Investment Adviser in the states of Texas, Florida and Arizona, and we service
clients throughout the United States. We believe everyone has a story, especially
when it relates to one’s finances and Shehara helps clients craft their amazing
financial success story.
In addition to helping clients achieve financial success, she enjoys
spending time with family and friends, reading a good non-fiction book,
dancing, watching documentaries and travelling with her husband.

Contact this advisor

Ideal Clients

  • Coronavirus Relief
  • Engineering Professionals
  • Gen X
  • Technology Professionals
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $599+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 1.50%

SEC Records

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