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.

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Advisory

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

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Our Works

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Blog

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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March 29, 2018

Are You Withholding Too Much?

Tax time is nearing its end and of course many Americans will get a refund, but some will not. But is that what you should do? This year, taxpayers have until April 17th to file their 2017 taxes.

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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.

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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.

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