All the Colors
I help women of color entrepreneurs create supportive money systems.
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All the Colors
I help women of color entrepreneurs create supportive money systems.
Areas of Focus
- Budgeting
- Career
- Caregiving for Parents
- Coaching
- Credit Scores
- Crisis Management
- Divorce Financial Planning
- Education Funding
- Emergency Savings
- Estate Planning
- Financial Life Planning
- Getting out of Debt
- Giving
- Inherited Wealth
- Insurance
- International and Cross-border Planning
- Investing
- Job Loss
- Loss of Spouse or Partner
- Money Psychology
- Owning a Business
- Retiring Early (F.I.R.E)
- Side Hustles
- Social Security
- Socially Responsible Investing
- Taxes
- Travel
- Women & Wealth
About Me
I am a money coach at All the Colors and wealth manager at Strategy Squad. As an individual and group coach, I help women of color entrepreneurs create stable and sustainable money systems for themselves, their loved ones and their communities. Through Strategy Squad, I support impact investors in aligning their values and investments.I earned the CERTIFIED FINANCIAL PLANNER™ Practitioner designation in 2020 and the Registered Life Planner™ designation in 2021 from the Kinder Life Institute. I completed Gabor Maté’s Compassionate Inquiry™ training to enhance my facilitation skills in a trauma informed way.
As a Quaker and social activist I love learning about generative economics that move us from exploiting resources to stewarding our shared planet. Before finding my calling as a financial planner and coach, I worked in social services, population projections, and business analysis at a manufacturing company. When I’m not helping clients own their power with money and life, you’ll find me hiking, reading in parks, and learning more about Latin American history.
Diana Gisel Yáñez is an Investment Advisory Representative of Natural Investments LLC, a values-based investment management firm with offices across the United States. Diana can be reached at diana@strategysquad.com.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Registered Life Planner (RLP)
Affiliations
-
CFP Board
- FinCon
- Foundation for Financial Planning
- Kinder Institute of Life Planning
- FinCon
Meeting Options
- Video Conference
- Phone
- Group Classes
- Online Courses
- Webinars
Compensation Methods
- Per Session
- Percentage of Assets Managed
- Pro Bono
- Subscription
What to expect in the first meeting
Have questions about a specific money topic or curious about coaching? Book a free 30 minute call! Come share your money journey with a heart-centered money professional. During our time together you'll get to experience how creating supportive money systems is self-care - somewhere between going to the dentist for a deep clean and getting a massage.Education
University of California, Irvine
Volunteer Experience
I serve on the Board of Directors at Wisdom and Money, where mystical Christian practices meet wealth decisions. I am a founding member of the SER Community which aims to increase the number of Latines in financial planning. I serve on the steering crew of the Rad Planners Community, a group of activists and financial service professionals re-imagining an economic system that serves everyone.
Languages
- English
- French
- Spanish
Hobbies and Interests
- Cooking
- Crafts
- Dancing
- Eating Out
- Entertaining
- Exercising
- Hiking
- Movies
- Music
- Reading
- Relaxing
- Swimming
- Volunteering
- Walking
- Wine
- Working Out
- Writing
- Yoga
Who We Serve
- Artists
- Business Owners
- Caregivers
- Content Creators
- Couples
- DIY Investors
- Dual Income Family
- Expats
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Immigrants
- Intergenerational Families
- Investors
- LGBTQ
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Remote Workers
- Single Women
- Technology Professionals
- Travel Lovers
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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