Your Partners in Financial Fitness

The CPP was established to address barriers that limit access to financial advice and products for African Americans, Hispanics, Pacific Islanders, and other people of color, which hinders efforts to close the wealth gap. By utilizing comprehensive strategies that require coordinated efforts among professional advisors, the CPP seeks to streamline the financial strategy process.

Comprehensive strategies, while more complex than traditional methods, are essential for those with high incomes and intricate finances to help them achieve financial wellness. The CPP collaborates with various independent professionals, including financial advisors, insurance agents, and estate law firms, to help create effective financial strategies.

In today's challenging environment, the lack of generational wealth and the widening wealth gap are significant issues for communities of color. 

The CPP aims to advance financial capability among African Americans, Hispanics, and people of color to help close the racial wealth gap. By providing knowledge, training, and access to essential financial products, the CPP empowers individuals to transition from financial literacy to financial capability.

Fundamentally, the CPP believes in personal responsibility and the potential for black, Indigenous, and people of color (BIPOC )individuals to accumulate wealth using the same tools available to others through proper advice and guidance.