Shehara Wooten, CFP® Your Story Financial, LLC

About Shehara Wooten, CFP®

With over 14 years of experience in financial services, Shehara is the founder and fee-only financial planner of Your Story Financial, LLC, a virtual, fee-only fiduciary boutique firm committed to helping women and #STEM professionals oversee their financial affairs by providing unbiased financial advice. Your Story Financial was established in July 2016 and is a Registered Investment Adviser in the states of Florida and Arizona, and the firm services clients throughout the United States. Your Story Financial believes everyone has a story, and Shehara helps clients create their financial success story, one chapter at a time.

She is 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, she decided to pursue her purpose in promoting financial literacy and financial planning. In 2004, she changed careers and began working with a global financial institution. Five years later in 2009, she became a financial advisor with a national broker-dealer firm and began assisting professionals, business owners, married and single women with their financial futures. After seven years with that broker-dealer firm, she launched Your Story Financial which allows her to continue to promote financial literacy and stay true to her vision to provide financial planning regardless of one’s age or accumulated assets. She taught personal finance courses at South Mountain Community College and various community events. Most recently, she developed online self-paced courses to build one’s confidence regarding personal financial matters. She can be found on YouTube, Facebook, Instagram, and LinkedIn. In addition to helping clients achieve financial success, she enjoys spending time with family and friends, reading a good non-fiction book, watching documentaries of all sorts, and spending time on a nearby white sandy beach 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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