Yohance Harrison, BFA™, CRPC®
Empowering you to design your money script and improve your financial future!
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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 Yohance Harrison, BFA™, CRPC®
Hi, I'm Yohance Harrison. I've dedicated most of my life to empowering others to take charge of their financial future.My financial services career began over 20 years ago & I'm living my passion as the founder and CEO of Money Script Wealth Management, PLLC, a Registered Investment Advisory firm, and the co-founder of The Money Script, LLC, a financial literacy & publishing company.
As a Financial Advisor, I specialize in helping six-figure employees and business owners improve their Money Script through cash flow & tax planning, debt reduction, investment management, and multi-generational wealth strategies.
We offer fee-based advisory services for individuals & families and educational infotainment for small and large audiences.
Professional Designations
- Behavioral Financial Advisor (BFA)
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
Association of African American Financial Advisors (AAAA)
- The AGC
Primary Location
610 Uptown Blvd, 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
Morehouse College - Bachelors of Arts - Business Administration
Volunteer Experience
Operation Hope - Accelerating Financial Opportunity for All
Hobbies and Interests
- Basketball
- Exercising
- Family
- Gardening
- Golf
- Photography
- Running
- 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
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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A People Person's Finance Friend
Yohance Harrison has been a blessing for me and my wife as we navigate multiple transitional phases in our life. Following a move and my wife taking a new job, we wanted to get ahold of our finances and plan for the future. We were referred by a colleague and couldn't have been happier with Yohance. You can tell from day one that Yohance cares about his clients. He listened to our hopes for the future and made an easy to follow step-by-step plan to achieve our goals and create financial peace of mind. Along the way he provides informational and easy to understand explanations of each investment strategy or accounts available to us and how they align with our goals. He provides options and sets clear timelines so that we can be aware of our next steps and overall progress. When we found out we were pregnant with our first child, Yohance was ready with materials specific to securing our child's financial future in addition to our own. He even personalizes our meetings and shares anecdotes from his own experiences in life as a father. It is great to have someone who is so personable to talk to about the difficult decisions like budget management. There's no judgement, just a helping hand and the facts!
The best in the business.
Yohance has been managing my family’s finances for years. He makes himself available whenever we need him, takes in interest in the family as well as the bottom line. At this point he is as much a friend as he is someone I pay to handle my finances. I wish I could give him 10 stars.
From overwhelmed to financially free: a life-changing journey!
Working with Yohance has truly been life-changing. When I first started, I felt completely overwhelmed, trying to tackle my credit card debt. I had no clear system, no organization, and honestly didn’t know where to begin. From day one, Yohance met me with incredible support, patience, and expertise. He helped me break everything down into manageable steps and created a plan that actually worked for my life. Thanks to his guidance, I am now credit card debt free for the first time in over 29 years – something I never thought was possible! About a year into working together, I started my own business – and once again, Yohance was there to guide me. He helped me get everything organized, and now I clearly understand what I need to do to keep things running smoothly. I also have more savings than I ever imagined I could build. And that will keep growing. That sense of stability and clarity has been absolutely priceless. What truly sets Yohance and his team apart is not just their knowledge, but who they are as people. They are kind, compassionate, genuinely caring, and they celebrate your wins right along side you. You never feel judged – only supported and encouraged. I’ve already recommended Yohance to family and friends, and I will continue to do so without hesitation. I am finally financially comfortable and able to breathe without the crushing stress of debt. I can say with complete confidence that I could not have done this without Yohance’s expertise and support. I am truly grateful!
Work ethic, Dedication
Yohance has been amazing. He is knowledgeable, patient and persistent. He has great team building skills and really takes one’s value into consideration. He has been a huge blessing.
Financial Peace of Mind
Yohance is the best thing since sliced bread. He has literally put me and my family into the best financial position and we can all rest well at night knowing that our present and future is protected. I appreciate how kind and supportive he is and that you do not have to be a millionaire to get the attention and support that you need. Continue to fight the good fight of Financial Freedom Yohance, we need you!
Knowledgeable and empathetic
I've worked with Yohance for several years and he has not only helped me out but taught me financial situations and processes that I didn't know that I didn't know. He was understanding of my goals and issues and he came up with a solid plan for each one and we executed and accomplished them. He truly cares about your situation and is passionate about financial literacy. You will be in good hands with Yohance.
Trusted Financial Partner
I started working with Yohance several years ago at the recommendation of a friend. Before choosing an advisor, I met with a handful of others, and it quickly became clear that Yohance was the standout and the right choice for me. He is patient and thoughtful, and I use every meeting as an opportunity to learn from the education and insight he shares. Being a good steward of my resources is important to me, and that requires partnering with people who share that commitment. Yohance and his team embody exactly that. They have provided full service support, not only managing my portfolio but also assisting with my trust documents, job contract negotiations, and more. Yohance and the Money Script Management team are trusted advisors, and I am deeply appreciative and grateful to have them in my corner at every turn.
Amazing Referral Insight
One of the best presentations on referrals I have ever watched. Tons of actionable ideas and a game plan to implement in your own practice. Yohance makes talking referrals “unboring”. Highly recommend!
Impactful, Personable, and Loyal. A Truly Exceptional Advisor
Yohance has an extraordinary ability to understand who you are at your core, bringing empathy, intelligence, and patience to every interaction. Working with him has been a true gift and continues to influence my family’s life to this day positively. He is a loyal, reliable partner whom you can trust. I recommend Yohance without reservation.
Insightful, engaging, and (actually) fun
Yohance’s sessions are not only full of useful and relatable content, he also strives to make sure his audience is entertained. I’ve never been more engaged during a presentation than when Yohance is presenting! Would absolutely always have him on my agenda when I see him as a speaker.
Estate Planning...Made it so easy
Last year my mother was dying and she didn't have an estate plan prepared. We lived in different states and I was concerned how to do this...worried about the time she had left. Yohance and his team created an estate plan for us and set up notaries in different states with someone to be there with my mother to help her understand and sign the paperwork. They overnighted copies and took care of us as if we were family. When she passed away, his team handled her funds and ensured that I didn't have to go through any red tape or further difficulty in such a grief-filled time. Again...I felt like family. With my inheritance, his team invested it for me and grew my accounts and I was soon able to purchase a house. I can't thank them enough for guiding me, holding my hand, and my heart through all of this. I recommend Money Script Wealth Management to anyone...no matter where you live.
Don't hesitate!!
Yohance has been my advisor for many, many years. His professionalism and financial advice have been nothing less than top notch. In addition to his financial prowess, he is an excellent resource for many other life planning areas. I look forward to working with him for many more years.
Trusted advisor
We’ve worked with Yohance and his team for eight years, and he’s become a trusted partner in our financial planning. He works extensively with physicians and understands the nuances of the industry. We meet monthly on Zoom to stay on track, and he is consistently generous with his time. His guidance has been invaluable. He also collaborates closely with our accountant to optimize our tax planning. Yohance is a pleasure to work with.
Knowledgeable and Trustworthy
I’ve been working with Yohance for about 7-8 years now, and I’m so glad. He is thorough and very knowledgeable. Yohance is always patient and explains things to me in a way I can understand, and doesn’t make me feel bad about any given financial situation. He’s also very encouraging and helps me realize my progress. He’s helped me plan for present and future goals. His online platform is a great tool and detailed. I love being able to see all my expenses and goals in one place, including my net worth. He works with a wonderful and friendly team who are all excellent as well. They follow up promptly and give thorough reviews of each session, which I appreciate, and answer any questions I might have. I feel confident and secure with my financial future working with Yohance and his team.
Best decision ever!
My friend introduced me to Yohance as her financial advisor about eight years ago, and I've been working with him ever since. He helped me get out of student debt and financially guided me throughout my career, helping me create a successful LLC. Thanks to Yohance, I have no debt, and I'm the first one in my family with investments in the stock market. Having Yohance as my financial advisor was the best decision I've ever made!
Immediate Value
It began with our first meeting. A couple of questions were asked and by answering honestly, Yohance was able to immediately show his value. Since that conversation he has systematically helped me and my family to improve our financial standing. We have definitely rewritten our “money script”.
Yohance is a fantastic financial advisor
Yohance is great in supporting my financial goals as well as helping me set myself up for future success! Very knowledgeable and kind and explains everything in really simple terms for me to understand.
The best financial advisor ever
Yohance is not just an advisor, he is part of my family. When my husband was on Hospice he came to our home to see Les one more time. He has been a part of our family since 2004 when my daughter was referred to him thru her attending doc at the ER. I am forever grateful for all his help; And so thankful that I will leave this world one day and he will take care of my daughter and family. I never have to worry. Thank you Yohance, Love Wilma Liggett
Invaluable Guidance
Two years Yohance stepped in to encourage and support us in making much needed changes to our spending habits. His guidance regarding our finances and investments is invaluable … has made ALL THE DIFFERENCE! He is our financial mentor and friend!
Growing your money
I was introduced to Yohance by a work colleague and very happy about the intro. If you need someone to grow your funds, he is your guy. As I was preparing for retirement, I was a little hesitant about my future but with him helping me increase my investments in a short amount of time, I was pretty pleased. He is brutally honest and trustworthy.
True Professional
Working with Yohance and Alicia has been a game changer for me. Yohance has saved me a ton in taxes and helped me set clear financial goals so I finally feel confident and in control of my money. Both he and Alicia take the time to explain everything in a way that makes sense and truly put my best interests first. I highly recommend them to anyone looking for honest, knowledgeable, and genuinely caring financial guidance.
Sustainable Wealth & Learning
Working with Yohance has been exactly what my husband and I needed during this pivotal stage of life—transitioning from residency to attending physician while raising a young family and building our financial future. Yohance isn’t just a strategic investor who has grown our wealth—he’s an incredible educator. We’ve gained so much knowledge and confidence through his guidance. When we first started, we were behind on retirement and juggling multiple scattered brokerage accounts (Acorns, E*TRADE, Stockpile, etc.). Yohance helped us streamline everything into a simple, efficient system that now works seamlessly for us. In just a short time, we’ve gone from feeling behind to exceeding the ambitious financial goals we once thought were years away. We actually *look forward* to our check-ins and seeing the tangible progress we’ve made. We couldn’t be more excited to continue growing and achieving with Yohance’s guidance!
The BEST Advisor I have ever worked with!
Yohance has absolutely changed the trajectory of not just my business or my finances but also my ability to shape and impact the world in my lifetime. My life's mission is to spread compassion, kindness and education with anyone willing to listen. And to make this goal happen I have needed significant amounts of financial advice. Yohance continues to deliver and help me find and avoid the blind spots along the way. To put it bluntly - I told Yohance I would keep him as long as he saved me more money than he cost me each month - I think I am several years ahead now with how much he has saved me to date. If you are questioning hiring Yohance, I would stop wasting your time and get on board now. Thank you Yohance, you are helping me help make the world a better place!
The Best Financial Advisor
He's the best in the business. On top of everything financial and business wise.
Trustworthy and helpful
Yohance and his team have been very helpful and always do their best to help me understand my finances. Most importantly I trust that he has my best interests in mind.
Financial Advisor
I've had the pleasure of working the Yohance and can confidently say he bring's exceptional professionalism, insight and integrity to his work. His strategic financial planning and personalized approach have helped me reach both short- and long- term goals. Yohance combines analytical skill with genuine empathy, which is a rare and valuable combination in the financial industry.
Outstanding performance!
Yohance has done exceptional well with dedicating time to help me invest and diversify. He has provided me with knowledge and a resourceful team to guide me and my family into a safe and secure future. I recommend Yohance and his team to anyone who needs expert financial literacy or advice/guidance.
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Financial & Investment Advisory services provided by Money Script Wealth Management, PLLC “MSWM”, a registered investment adviser offering advisory services in the states of Texas, California, Louisiana, Nevada, New York, North Carolina, Florida, Georgia, and other states where exempted. MSWM does not provide specific tax or legal advice. Please consult your tax attorney and CPA.