Full Name: Dr. Portia R. Jackson, CFP®
Ironically Pronounced: Poor-sha
Title: Financial Life Coach
Business Name: Wealthy and Fulfilled
Professional Designation: CERTIFIED FINANCIAL PLANNER™ Professional
About Portia:
Portia R. Jackson, CFP® is obsessed with all things related to personal finance, designing your fulfilled life and the Enneagram! After leaving her corporate job as a rocket scientist, she completed a certification in Personal Financial Planning, got her CERTIFIED FINANCIAL PLANNER™ Professional designation, and helped hundreds of Fortune 500 employees as a Financial Wellness Coach at PricewaterhouseCoopers. She transformed her love of personal finance, organization and personal development into a step-by-step system to help online business owners take the money their business makes and use it to be, do, and have whatever they want in life.
Topics:
How to understand your money personality through the Enneagram
5 money areas that create a wealthy and fulfilled life
How to discuss finances with your spouse/partner without the drama
Strategically transforming your business profits into legacy-level wealth
7 steps to manifesting your dream life … without the woo
Questions I Love to Answer:
How can I manage my business profits if I’ve never been great with money before?
What’s the best way to get started managing my personal finances?
I feel so much shame/embarrassment/guilt around money, how do I get past this?
How can I talk about finances with my spouse/partner without it getting heated or with one person doing all the work?
I’ve heard a lot about manifestation but does that conflict with my faith?
What I’m Working on Right Now:
I’m running a group mastermind experience called Wealthy and Fulfilled Blueprint. It is specifically for online business owners making at least 6-figures as it guides them step-by-step on how to take the money their business makes and use it to be, do, and have whatever they want in life. It is a combination of premier curriculum, 1:1 feedback and mastermind calls. You can see all the details at wealthyandfulfilledblueprint.com.
Links to My Headshots:
Where I Can Be Found Online:
What I’m Working on Right Now:
I’m running a group mastermind experience called Wealthy and Fulfilled Blueprint. It is specifically for online business owners making at least 6-figures as it guides them step-by-step on how to take the money their business makes and use it to be, do, and have whatever they want in life. It is a combination of premier curriculum, 1:1 feedback and mastermind calls. You can see all the details at wealthyandfulfilledblueprint.com.
Links to My Headshots:
Where I Can Be Found Online:
Featured On:
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Visionaries Summit
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The Marketer’s Heart
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Amber Housley's Blooming Business Inner Circle
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Entrepreneurial Connections Movement