Virtuous Financial Group, LLC.

(919) 435-2247

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.

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Financial Advisory

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

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Life Insurance

Life Insurance adds the convenience of being able to get a quote for term or whole life insurance through your advisor.

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Our Works

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February 1, 2019

Financial Planning Basics

This virtual presentation summarizes the financial planning concept, and discusses the association of the terms net worth, financial planning and wealth.

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December 4, 2018

Delete Part 1,2, &3…Credit Repair is Just the Beginning

Do you have credit mistakes that are in need of repair? I did. This discussion will give 3 tips on how to fix your credit yourself and discuss how to maintain your score.

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August 29, 2018

Retirement-Marathon Race to the End

Discussion about setting retirement goals, identifying the different retirement accounts and their investment options.

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August 1, 2018

Real Estate Industry – Hot or Not?

Texas Realtor Shavonne Martin and North Carolina Realtor Deanna Hamilton discuss their respective markets and give need to know tips of what first-time home buyers and investors should expect when buying or selling a home.

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June 26, 2018

Webinar – Creating, Preserving and Transferring Wealth

North Carolina Estate Planning Attorney Toni Monroe-Jenkins discusses the ins and outs of transferring, preserving, and creating wealth.

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May 11, 2018

Virtue # 5 – April Showers, Bring May Flowers!

My family and I relocated to North Carolina from Texas almost a year and a half ago, so for the past two years, my friends and I have attended Women’s Empowerment which is held in April annually at PNC Arena in Raleigh. This event brings women from all walks of life to hear their favorite […]

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