Ms. Yolanda Michelle Robinson is the founder and owner of Journey Financial Planning & Tax Services, LLC, a value based fee only financial planning and investment advisory firm established in 2003. Firm ADV
Ms. Yolanda Michelle Robinson is a Registered Financial Consultant-RFC®, an Investment Advisor, Tax Consultant, Certified Financial Education Instructor-CFEI©, Charitable and Philanthropic Planning Strategies Specialist, Notary Signing Agent, and a Kingdom Advisor an organization that encourages and equips members to integrate faith into their advisory practices. Ms. Yolanda Michelle studied her Master Degree in Finance (MSFS) with the American College of Financial Services. She is pursuing a doctoral degree in Finance (D.B.A) from Liberty University which she expects to earn in 2023.
Ms. Yolanda Michelle has over a decade of experience and expertise as a Wealth Management Advisor, Investment Advisor and Tax Consultant to high level professionals wherein she manages her client’s wealth. As a wealth advisor, 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 tax professional, she provides high income busy professionals, business owners and clergy with comprehensive tax planning strategies in order to help assess and manage the impact of your financial decisions as they relate to your taxes and your larger financial picture. In addition she provides the same tax planning clients with assistance in handling most complex tax preparation issues; and prepare their annual federal and state tax returns.
Yolanda Michelle provides wealth management advisory services which include holistic financial planning, investment advisory, and tax consulting services year round . She provide all services virtually in NY, and many other services are offered virtually in PA, MD, DC, VA, SC , NC and Florida. Some of her areas of expertise and interest are business planning, retirement planning, tax planning, investment strategies, wealth building strategies for women and philanthropy/charitable giving strategies. Many of her clients include generation x, y, and z affluent professionals some of which include; attorneys, nurses, doctors, engineers, executives, professors, business owners and clergy. One of the unique differences in her firm is that she provides convenient virtual meetings thanks to technology, which allows her to partner with clients in multiple states in order to account for the professional busy schedule. In person meetings occur only on a case-by-case basis.
On a personal note, Yolanda Michelle 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 and watching the unique challenges that women face– from being a granddaughter who spent quite a time growing up in the home of a pastor and first lady, daughter and a mother – have taught me firsthand how important financial planning is especially for women, 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.”
She currently publishes and distributes a newsletter “Financial Stewardship for Life” to many individuals, families and organizations every month, and she is the author of the following recent books; The New Financial You, God’s Financial Promises, An Educators Master Plan for Financial Success, Discovering your Financial DNA and Girls just want to have funds.
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.
Ms. Yolanda Michelle has been providing honest, affordable, and timely wealth management advisory, investment advisory and tax consulting services for over a decade.
On a personal note, Yolanda Michelle has three children – a son, Israel and daughters Nyomi and Nyah. Some of her personal hobbies are cooking, reading, writing, singing and listening to a wide variety of music.
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.