Helping individuals, families, and businesses create sound and defensive strategies for protecting their financial future is our mission. Serving High Net-Worth clients and Foreign Nationals up to $20MM.
Our clients win as a result of our applied proven blueprints for:
As a result of working with us, our clients learn and experience the beneficial difference between saving money and accumulating wealth by utilizing and leveraging our team for managing, growing and scaling revenues with purpose built solutions. They affirm for themselves "HealthyMe Finances" .
Our team of curated licensed financial professionals and industry leaders have over 120 years combined experience focused on you. We are a wealth creation and risk mitigation firm that designs and structures purpose-built strategies.
Our aim is to address your financial needs, goals, and objectives for a fulfilling life with proven strategies and a defensive plan for securing your future.
If you're the DIY type but want occasional help getting started, our phone support service is for you.
Whether for an hour or a day, we'll sit down with you and your team to build a complete strategy for success.
Stay on track with regular check-in sessions, ideal for busy execs who just need more hours in the day.
Does your whole team need training? Let us come to your office and lead a seminar designed just for you.
When you need to initiate or increase protection for your family or business, we'll help you structure and place powerful and profitable solutions to create wealth and legacy.
Don't leave the security of your family or business up to chance. Let us identify any obsolete or weak spots so your family and company stay safe.
Subscribe to our quarterly reports to get key insights into the FinTech industry future of the banking and insurance before competitors.
Our comprehensive Financial Needs Analysis and planning services help you accumulate and allocate your funds more clearly and effectively.
"Our family recently celebrated a few major life events, weddings, births, college—we’re so grateful HealthyMe Finances was there to keep everyone up to speed with financial document reviews, legacy planning and proper protections."
"HealthyMe Finances has helped us move into 5 new markets, and our national expansion is proceeding faster than we could’ve dreamed."
"HealthyMe Finances massively improved the efficiency of our processes, then helped us document them so we can keep excelling."
"Other companies had a hard time sorting out our family's Trust and complex financial requirements, but the team at #HealthyMe Finances understood what we needed instantly."
HealthyMe Finances is a curated peer-driven financial thought leadership and professional organization reaching out to heads of IT transformation, change management, business re-engineering, process improvement, and strategic planning. We are dedicated to advancing the financial efficiency of organizations. We are Innovation Strategist in the area of finance and risk management for the purpose of human development and planetary sustainability. We are conscious. HealthyMe Finances aims to bring together 1000 Great Minds, global business owners and executives who are champions of change within their organizations through ongoing research, authoritative content and peer-to-peer conversations. These 1000 Great Minds are mission-driven, functional area heads (operations, IT, finance, procurement, sales, marketing, product development, etc.) and line-of-business leaders are advocates for Innovation as a fundamental discipline and function within 21st Century organizations. Passionate about creating more than profits for clients, we seek to demonstrate a new model of reality by developing humanity-plus planet conscious systems for living. Manifesting where and how new inventive solutions and approaches can enhance the lives of people, advance business value, gratify customers, ensure sustainability and create cooperative advantages for the benefit of humanity through businesses across America and Canada.
Hi, I'm Crystal,
I am happy to bring my experience from serving as CEO and Principle Consultant of Evolution Financial & Business Services LLC, a Financial Advisory and Consulting Firm dedicated to maximizing cash flow by supporting a solid financial foundation for businesses and families.
Having 25 years of experience working with multi-billion-dollar corporations with 15 of those years, specifically in Accounting and Finance roles. As such, I has been heavily involved in operations, finance, accounting, budgeting, systems integration, process & procedure creation and policy implementation, and project management.
I have more than 8 ½ years in the financial services industry with hands on market analysis and budgetary management experience. As a consultant, I have worked with billion-dollar national organizations as well as small pre-start up businesses within various industries to assist them with business planning, financial strategies, wealth management and lending services.
I has received several rewards for significant business impact and saved companies millions. My experience has allowed me to obtain a unique and broad range of skills and knowledge, that provides me with the ability to strategically evolve anyone’s financial positioning. I am dedicated to putting businesses and families first! It's my passion and drive to help clients realize a powerful financial future.
--- Crystal obtained a BS in Accounting with a concentration in money and finance from Guilford College. She will receive a certification in Financial Compliance and Regulation from Boston University School of Law in the Spring of 2019 and expects to be a fully licensed insurance and health agent by April 2019.
Her affiliations include: 1. Membership of the National Association of Professional Women 2.The Association of Finance &Accounting 3. Holds a Lean Six Sigma Yellow Belt
Crystal also serves as a business counselor at CPCC, providing expertise in the areas of finance, accounting, financial literacy and business plan development.
Hi I'm RJ, Thank you for considering #HealthyMe Finances!
I've curated an expert financial team within a platform that allows everyone access to world-class financial services and education.
Having made my first million by the time I was 28 years old, and my second million at 34, I became a licensed financial professional in 1998 to learn more about money. How to keep and accumulate it.
One of the things I learned is, except by invitation, by law, there is financial information unavailable to people under a certain income profile - that means the masses, 95% of Americans are financially illiterate by design. That information was alarming to me. I now share what I've learned.
This is my passion.
As a labor of love, I offer a 6-Step Financial-Life Coaching Program through which participants enjoy, growing and accumulating money in tax-advantaged positions that build and preserve wealth.
In this “can’t lose money” program we instill the wealth mindset. A new found feeling of financial confidence develops in participants. For the right person, opportunities exist to make money with a career in the financial industry.
I invite you to work with us to live with the peace of mind and clarity of knowing you have a strong, stress-free, solid financial plan for your family and business.
CAREER SUMMARY Experienced Project Operations Manager with 30+ years of experience in progressive management and operational roles in a variety of environments. Experienced in leading internal sales operations, managing cross-functional teams, monitoring project quality standards, and creating in-depth standards, and operational procedures. Highly adept in managing strict timelines, maintaining project budgets, and building strong relationships. Experienced in corporate diversity and inclusion leadership, and development. Experienced in board membership on university business school advisory council and 501C3 non-profit organization.
KEY COMPETENCIES Operational Management - Project Management - Mergers & Acquisitions - Policy Development - Budget Development & Tracking - Project Tracking - Project Scheduling Logistics - Staff Management - Risk Assessment - Change Management - Process Design & Improvement - Project Timelines & Workflow
PROFESSIONAL EXPERIENCE BLESS INTO UNIQUE CARE, CHARLOTTE, NC Executive Advisor, June 2018 to Present
WELLS FARGO, CHARLOTTE, NC AVP, Operational Risk Consultant, Sept 2014 – June 2018 • Directed day to day operations within fast-paced environment with focus on increasing productivity and operational efficiency levels
• Recognized as a member of the Corporate Operational Risk Management/WIM BPRM Program Management team which required ensuring governance with various regulations such as ERISA, BASEL, Dodd-Frank, DOL, OCC, CCAR, SSAE-16, and SEC requirements
• Utilized tools such as: BIKE, BPRM, CAP, CRAS+, LDR, ORX, RCSA, SHRP (Archer) enterprise risk management systems along with coaching others on risk assessment best practices
AVP, Trust Officer, Business Process Analyst/Consultant Nov 2010 – June 2014 • Coordinated analytical functions within the organization which included identifying functional requirements, documenting user stories for the project team, supervising cross-functional teams
• Managed large-scale change implementation projects, created process flows, developed comprehensive databases, and updated members of management of project status
• Played a lead role in the new account setup process for retirement services plans along with being recognized as Subject Matter Expert regarding business process solutions
• Led a diverse cross functional project teams using the Agile model, and JIRA tools into requirements documents
• Managed team of Business Analysts in successfully managing change implementation projects.
• Created management reports based on analysis of data.
AVP, Trust Officer, Project Manager, Institutional Retirement & Trust, 2000 – Nov 2010 • Facilitated operations of business and technical projects, overseeing trust setup, and coaching others regarding trust/brokerage account conversions, experienced using Morningstar, and Bloomberg
• Trained new team members on the self-managed brokerage products, handled data mapping account logistics, and created detailed project plans
• Led the transition of over 50,000 trust accounts to the SEI Trust 3000 trust accounting system platform.
• Successfully mapped over 10,000 accounts to the Wells Fargo Securities Beta brokerage system.
• Served as Project Leader for the Prudential Bank/Wachovia joint venture.
• Developed project plans for tracking key business milestones and deliverables • Created business models for automating the new account setup process
AVP, Trust Officer, Employee Benefits Accounting Supervisor, Institutional Retirement & Trust, 1995 -2000 • Supervised a team of retirement services trust accountants that exceeded team goals and led to multiple promotions for team members
• Managed the production and rendering process for trust accounting statements
• Challenged, trained, and motivated staff to exceed customer expectations, and created shareholder value
Accounting System Coordinator & Employee Benefits Support Supervisor, 1993 – 1995 • Ensured timely production, and delivery of trust accounting statements to clients
• Researched and resolved trust accounting system related problems
• Coordinated system testing and ensured successful implementation of new enhancements and implementations
• Designed management reports of potential areas of risk and opportunities for improving trust accounting statements process
• Coordinated the valuation of trust account assets
• Managed the trust accounting support staff
• Managed the balance scorecard quality process
Senior Employee Benefits Accountant/Analyst, Institutional Retirement & Trust, 1983 - 1993 • Performed audits of trust accounting statements for assigned book of business • Prepared Form 5500, and other ERISA-related government reports
VOLUNTEER Diversity Practitioner, Institutional Retirement & Trust 2000 – 2007 • Represented business unit on division diversity council • Managed the communications team of the business unit diversity council • Participated on a team that developed a diverse interview process • Prepared senior leaders talking points, and coordinated teammate newsletters • Participated in diversity luncheon learning meetings, and employee resource networks (ERN) • Served on two corporate diversity and inclusion councils
MEMBERSHIPS & ACHIEVEMENTS • Golden Generations, Inc. 501C3 Non-Profit Organization, Advisor, • Nu Gamma Alpha Fraternity Inc., • Big Brothers & Big Sisters Program, Jazz Charlotte, • WSSU, Business & Economics Alumni Advisory Council • Winner of the 2003 Alumni Achiever for the School of Business & Economics at Winston-Salem State University.
SKILLS • Advanced experience with Microsoft Office products (Word, Excel, Access, Visio) • Executive level presentation • Power Point, SharePoint, Pivot tables • Financial statement & ad hoc reporting
EDUCATION • Doctor of Business Administration (DBA) Candidate, Finance, Walden University 2019 • Master of Business Administration (MBA), Capella University, 2013 • Bachelor of Arts (BA), Business Administration & Economics, Winston-Salem State University, 1979
Disclaimer: each client testimonial that you see is based on what clients tell us. We don't verify their financial statements, we take their word on it. Getting results in building a business and accumulating wealth takes determination, and a disciplined approach and each of our clients works really focused and intentionally to get results. We don't guarantee any results and you should know that building a business, accumulating wealth and investing in yourself is a risk.