Alicia Harrison
Empowering you to design your money script and improve your financial future!
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Serving Clients Nationwide
Empowering you to design your money script and improve your financial future!
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Getting out of Debt
- Investing
About Alicia Harrison
Hi, I'm Alicia Harrison, Financial Advisor and Chief Growth & Operations Officer at Money Script Wealth Management, and wife to CEO, Yohance Harrison.With a passion for community empowerment, my unique background in marketing, operations, customer relations, health & fitness, and event planning gives me a broad perspective on the value of financial planning and reaching long-term goals.
In my role as a Financial Advisor, I help individuals, families, and healthcare professionals navigate important financial decisions by developing personalized strategies for wealth accumulation, risk management, retirement planning, estate planning, and legacy preservation.
I am passionate about creating meaningful client experiences, building high-performing teams, and developing systems that allow people and organizations to thrive. My leadership philosophy centers on core values, excellence, continuous improvement, and empowering others to achieve lasting financial confidence.
I am a licensed Life Insurance Agent in 10 states. I'm a mother, certified yoga instructor, and aspiring business coach. My education includes the University of Phoenix (B.A., Business Marketing, 2011) and the International Academy of Design & Technology.
Primary Location
610 Uptown Blvd., Suite 2000, Cedar Hill, TX 75104
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Navigating financial planning as a medical professional doesn't have to be intimidating. Whether you're a medical student preparing for residency, a resident making crucial financial decisions, or an attending physician looking to solidify your financial future, we invite you to book a 15-minute complimentary consultation.Offers Investment Management
Yes
About Money Script Wealth Management
Money Script Wealth Management, PLLC specializes in helping high-income earners take charge of their finances. We are a fiduciary firm that specializes in cash flow planning, debt reduction, and wealth management.We help clients plan for educating children, buying properties, and financial independence. Our team will also help you plan on what to do in case sh*t happens unexpectedly.
Our team has more than 40 years of experience in helping clients rewrite their Money Script and take control of their futures.
✅ Budgeting: Yes, it's the B* word. Let's face it, a budget is necessary to track your expenses and pay off debt in a timely fashion. It's not what you make, it's what you spend. We will help you see the big picture and the details of your financial habits.
✅ In Case Sh*t Happens: Insurance, most people don’t want it until you need it. Are you underinsured or overinsured? How much insurance is enough? We will help you analyze what you have and options to close gaps.
✅ Invest: It’s no secret the investment landscape is becoming more complicated each day. We will help you measure your risk using state-of-the-art tools with Riskalyze software, helping you invest with confidence.
✅ F.I.R.E: Financially Independent & Retire Early. How much will you need? What will be your sources of income? Let's create a plan to help you become financially independent sooner rather than later.
✅ Tax & Estate: We’ve all heard of the certainties of death and taxes. Though we can’t plan for everything, we can help you to prepare for the unexpected. Estate & tax laws are complex and ever-changing. We help clients and their tax/legal professionals proactively plan to reduce taxes and plan for orderly estate distribution.
✅ Entrepreneurs: You work extremely hard for your business, but how do you make sure your business is working for you? We help entrepreneurs thrive and maximize profits from their businesses.
Education
University of Phoenix, Bachelor of Arts, Business Marketing | International Academy of Design & Technology, Associate of Arts, Fashion Design
Hobbies and Interests
- Family
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- LGBTQ Couples
- Newly Engaged / Newlywed
- Physicians
- Technology Professionals
- Therapists
- Women Professionals
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