Financial Literacy

Our Financial Literacy arm of RS Financial Services offers specialized and customized coaching programs to help you and your family achieve your financial goals and build generational wealth. 

As financial educators and advocates, we are in the front line of the financial literacy movement to assist individuals and the community in understanding how financial behaviors affect your overall financial success.  We are experienced financial services professionals also trained in providing financial education instruction focused on a financial wellness and building generational wealth.  

Our coaching program focuses on identify your goals and assisting you in develop a sound plan to achieve your goals. 

“We no longer learn about financial literacy in school.  What we learn in school is how to make money but not necessarily how to manage your personal finances”, says Sonia Diaz-Carter, Financial Services professional, and professional financial coach.  

What is Financial Coaching?

We are your personal trainers who will help you identify your dreams, goals and lifestyle desires and develop an action plan together with you to help achieve them.   You may desire a certain lifestyle but cannot figure out how to manage your personal finances while making room to live your best life financially.  We will personally coach you and help you champion those goals through action plans, accountability strategies and measurable outcomes.  Like a personal trainer, we are here to challenge you, coach you through the process and help you celebrate milestones

In these sessions, we will identify your relationship with your finances, how they were developed and help you move into action.  We move at your pace! You have the steering wheel, we simply teach you how to drive more effectively.  

This program is complementary with our financial literacy program, MOOLAH MATTER$, where you develop financial literacy education utilizing a blend of financial psychology and financial education in different topics including but not limited to savings, budget, credit & loans, banking and investment education, how to build your cash flow and more.  We do not give investment financial advice and utilize non-subjective educational strategies to provide sound financial foundational knowledge. 

Schedule your appointment with Coach Diaz-Carter, Certified Financial Education Instructor and Financial Services professional.