Virtuous Financial Group, LLC.

(919) 355-2789

We are Virtuous Financial Group

  • Virtuous Financial Group, LLC. was established to offer a space where finances are discussed in a relaxing environment over a cup of coffee or tea with the goal of discovering areas of strengths and weaknesses and offering actionable solutions.

  • Specializing in solutions for professional women, stay-at-home moms, and female entrepreneurs
  • Flexible hours – availability on evenings and weekends
  • Fee transparency
  • Convenience of scheduling appointments online
  • We are licensed to work with clients in North Carolina and Texas.

Our Services

Financial Planning

A financial plan is designed to help you with all aspects of planning without ongoing investment management after the financial plan is completed.

Read More


Advisory service is offered to manage your assets in order to obtain ongoing, in-depth advice and life planning

Read More

Our Works

Wait! I’d like to know more…




Happy Clients


Team Member


Awards Win


February 1, 2018

Virtue #4 – I made a Mistake!

A few years ago, when I purchased my certified-used car, I was not very pleased that I was having to get “another car payment” because I had been car payment free for a few years and should have been saving for the rainy day when I would need to get another car. I thought my car would last forever, but after being rear-ended and my car totaled, I was back at square one.

Read More
December 6, 2017

Virtue #3 – What is Stock?

Prospective client meetings have brought up the question many times “What is stock?”, so let’s address that question now. Stock is equity or ownership in a company.

Read More
October 13, 2017

Virtue #2 – Saving Coins at Annual Enrollment

The season is here when we are surrounded by festivals, pumpkins, leaves changing colors on the trees, and more candy than I wish to talk about. I usually don’t allow my kids to eat their candy that they collect, because I want to save the pieces I like for myself. Today, I will share some “financial” […]

Read More
September 17, 2017

More Virtue #1

If you are following me on social media through LinkedIN or Facebook, have read my blog and are receiving my newsletter, you should have a pretty good idea about options to save for your child’s college, car, home, or whatever you want to gift your child or children with. Savings Summary Here are a few […]

Read More
August 20, 2017

Virtue #1 What’s the 411 on 529s?

I was asked about moving 529s the other day and I wanted to address that here. What is the 529? has a wealth of information on this topic, but specifically describes it as an education savings plan operated by a state or educational institution designed to help families set aside funds for future college […]

Read More