Ms. Yolanda Robinson is the founder and owner of Journey Financial Planning & Tax Services, LLC, a value based fee only financial planning and registered investment advisory firm established in 2004. Firm ADV
Ms. Yolanda Robinson is a Registered Financial Consultant-RFC®, an Investment Advisor, Certified Tax Professional-CTP©, Certified Financial Education Instructor-CFEI©, Notary Signing Agent, and a Kingdom Advisor an organization that encourages and equips members to integrate faith into their advisory practices. Ms. Robinson is currently a graduate student of Finance with the American College of Financial Services.
Ms. Robinson has over a decade of experience and expertise in both personal financial planning, investments and tax accounting. As a RFC®, She has extensive knowledge in comprehensive financial planning which enables her to help you through ordinary or extraordinary periods of your financial life. As a CTP©, Ms. Robinson can assist you with the most complex tax preparation issues; and prepare federal and state tax returns for individuals, families, businesses, estates and trusts.
Ms. Robinson provides financial planning, investment advisory and tax accounting services year round. She serves clients from her main office located in Greece, NY. In addition she provides virtual services to clients throughout all of New York State upon request. Some of her areas of expertise and interest are Business Planning, Investment Strategies, Retirement Income Strategies for professionals and educators, Estate Planning and Philanthropy, financial planning for generation x and y professionals, and wealth building strategies for women.
On a personal note, Yolanda became interested in financial planning when she witnessed the impact that poor planning had on many family members growing up. “The rigors of family life – from being granddaughter, daughter and a mother – have taught me firsthand how important financial planning is for a family”, says Yolanda. “That’s why I won’t sell you investments or guarantee you wealth and riches. I will give you the time, the information and the opportunity to make smart, informed financial decisions that are right or you, your family and your life.”
Yolanda’s passion and calling is to help educate individuals of all ages on the importance of managing their finances and achieving financial independence. Therefore, she is a part-time Economics, Finance, and Business instructor to high school students at North Star Christian Academy.
In addition, Yolanda teaches numerous monthly financial workshops and seminars at churches and not-for-profit organizations throughout New York State. These seminars include her popular Financial Stewardship Principles and Women and Money workshops.
She currently publishes and distributes a newsletter “Financial Stewardship for Life” to many individuals and organizations every month, and in 2018, her first book “The New Financial You,” is due to be released.
Her goal is to explain taxes, investments, and personal finances in a simple, thorough way that anyone can understand. She wants her clients to be in control of their own lives and reach their personal goals, aspirations, and dreams, while building positive financial legacies for themselves and their families.
Monthly Financial coaching services are provided to individuals and families independently and through many not for profit organizations. Some of these organizations have included Mission Share Outreach Center, Crown Financial Ministries, in addition to serving as an Endorsed Local Provider for Dave Ramsey. During all initial client consultations Ms. Robinson will listen and then develop a customized, step by step approach in order to assist her clients in attaining their financial goals and objectives.
Yolanda provides honest, affordable, and timely financial planning and tax preparation services to ordinary families, individuals, and businesses. These services can be provided at Journey Financial Planning & Tax Services, LLC office location or virtually at clients request.
On a personal note, some of Yolanda’s personal hobbies are cooking, reading, writing, singing and listening to a wide variety of music.
Yolanda has three children – a son, Israel Lewis and daughters Nyomi and Nyah.
Securities offered through Timothy Plan Partners, The Timothy Plan is distributed by Timothy Partners, Ltd. Member FINRA, address is 1055 Maitland Center Commons, Maitland, Florida 32751. If you are not a resident of the NY, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.