Redefining Financial Wellness: Strategy That Serves Your Why

Rosine, Certified Financial Wellness Expert

Financial wellness with purpose.

A Different Approach to Financial Wellness

Generation Heritage guides all to holistic financial wellness with culturally sensitive consulting and programming. Start your journey to lasting empowerment today.

A Financial Journey
That’s All About You

This Is How We Do It

Whole-Self Wealth Building

Achieve your goals with tailored, one-on-one coaching. Enhance your workforce and client’s financial savvy through dynamic seminars and sartorial program creation.

Advisory Services for Growth

Expert guidance to ensure your nonprofit complies with funders and thrives financially. Strategic and financial planning solutions for business growth at every stage.

Real Results, Real Impact

$1 million

Over $1 million in debt paid off by our clients.

$500,000+

$500,000+ in funding secured for small businesses and nonprofits.

1,000+

Countless lives changed through customized financial education and planning.

Our partners

Ready to begin?