Wealthfluency

I help small business owners boost profits by 15-20% min. in just 12 weeks by eliminating the hassle of endless spreadsheets and analytics. My Financial Navigator program focuses on bringing all your data together to give you actionable insights using our custom automated dashboard.

✔ Achieving financial clarity shouldn't be a struggle.

That's why our program centralises and unifies all your business data, making it easy to see where you can save money and increase profits. By leveraging real-time insights, my clients are able to make informed data-driven decisions that drive growth and efficiency.

⏩ We tackle all aspects of financial management: from data integration, automation, and expert analysis to strategic planning.

Where we really shine is in turning those insights into action that increases cash flow. Our program includes bi-weekly calls with me for personalised coaching, alongside an in-depth, step-by-step approach that covers:

• Comprehensive financial audits
• Custom dashboard setup and training
• Strategic profit and growth planning
• Monthly performance reviews

Importantly, we avoid methods that don't yield results:

• No generic, one-size-fits-all solutions
• No unnecessary manual processes
• No confusing financial jargon

The real success lies in understanding your unique business needs and applying tailored financial strategies to drive results increasing profitability.

Send me a DM, ask about the Financial Navigator.

Want more? In addition to the Financial Navigator, I also guest on podcasts and provide training for masterminds and private communities alike, helping them master financial management and strategic growth.

With over 17+ years of experience in the finance and business strategy space, I am retained by many businesses to enhance their financial planning, analysis, and decision-making processes. Reach out to learn more and start your journey to financial clarity and growth.

Founder - Financial Navigator Program

I've presented, guest appeared and run workshops on money mindset, effective financial management, sustainable scaling through (R)ewriting KPIs and goals, (O)ptimising systems and processes and (I)nvesting regained time and money (ROI Roadmap Framework) at podcasts and private communities including:

- The Nomad Solopreneur Show
- Her Balanced Hustle 
- A Sip of Inspiration
- Work From the Inside Out
- Shoutout Miami
- The Driven Female Entrepreneur
- Scaling with Deasha 
- Work From the Inside Out
- My Journey to CEO
- The Price of Business Show
and many more

Guest Speaker

MBAH CONSULTANCY LTD

Accomplished Product Manager and Business Analyst with over 17+  years of with extensive experience leading digital product development and data-driven decision-making, including websites and third-party digital platforms. 
Demonstrated expertise in leading cross-functional teams to deliver solutions that enhance user experience and drive business growth. Skilled in identifying user needs through customer interactions, designing innovative solutions, and leading projects with a focus on delivering tangible business outcomes. Proven track record in developing and executing product strategies focused on intuitive and scalable digital tools.

Skills & Expertise:
• Product Management: Managing product lifecycles and launching market-leading products.
• Business Analysis: Proficient in SQL, requirements gathering, and process optimisation.
• Software Development: Experienced with Agile methodologies, Scrum, Jira, and Visio.
• Leadership: Leading projects and teams to achieve strategic objectives.

Founder and Principal Consultant

APM/Senior BA | Amherst Group LLC
August 2022 – December 2023

Spearheaded ERP projects in the hmebuilding sector, driving strategic roadmap development and product optimisation. Managed cross-functional teams to deliver solutions that enhance business processes and customer satisfaction.

Key Achievements:

• Led product backlog optimisation, improving project delivery timelines.
• Established strong relationships with C-suite executives, aligning project goals with business strategies.

Senior Business Analyst

PM / Lead BA | CRMmetry Consultancy
April 2020 – June 2022

Directed multiple digital transformation projects, enhancing operational efficiencies through tailored CRM solutions. Managed a $1M project for Jamaica National Bank, transforming their credit facility processes.

Key Achievements:
• Implemented CRM integrations, increasing operational efficiency and customer engagement.
• Developed advanced analytical frameworks to guide business process improvements.

Product Manager

PO / Lead BA | National Commercial Bank
January 2019 – March 2020

Led a transformative project to overhaul insurance processing systems, integrating technology to streamline operations and enhance global service delivery.

Key Achievements:
• Improved productivity by 25% through business intelligence tools and enhanced workflows.

Product Owner

Associate Project Manager | HSBC Private Bank
February 2017 – March 2018

Guided a major regulatory compliance project (MiFID II), focusing on business requirements and compliance processes. Facilitated cross-departmental collaboration.

Key Achievements:
• Conducted training programs for over 200 staff members, enhancing regulatory compliance.

Associate Project Manager

Simplify finances for growth | Helping business leaders make smart money choices to grow revenue in 30 days without boring spreadsheets by keeping all your data in one place 👉 Ask me about Financial Navigator Program

Are you seeking financial clarity and consistent revenue growth for your business?

Learn how you can increase your profits by 6% and your team's productivity by 4% in 30 days...

We help business leaders like you increase revenue without the hassle of boring spreadsheets by keeping all your data in one place for better profitable decisions.

Imagine this:

💸 Steady and predictable revenue growth
💸 Increased team productivity boosting profits
💸 Clear data insights guiding you as you scale

If you're ready to leave behind:

❌ Overworking without seeing growth
❌ Missed opportunities from unclear insights
❌ Confusing, time-consuming spreadsheets and reports

Don't delay!

📩 Message me today and ask me about the 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗼𝗿 𝗣𝗿𝗼𝗴𝗿𝗮𝗺!

___

𝗖𝗟𝗜𝗘𝗡𝗧 𝗪𝗜𝗡𝗦

Jessica, Online Boutique Owner
"𝘉𝘦𝘧𝘰𝘳𝘦 𝘐 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩𝘦𝘥 𝘈𝘯𝘸𝘪𝘯, 𝘐 𝘸𝘢𝘴 d𝘳𝘰𝘸n𝘪𝘯𝘨 𝘪𝘯 𝘴𝘱𝘳𝘦𝘢𝘥𝘴𝘩𝘦𝘦𝘵𝘴, 𝘶𝘯𝘴𝘶𝘳𝘦 𝘰𝘧 𝘸𝘩𝘦𝘳𝘦 𝘮𝘺 𝘮𝘰𝘯𝘦𝘺 𝘸𝘢𝘴 𝘨𝘰𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘩𝘰𝘸 𝘵𝘰 𝘰𝘱𝘵𝘪𝘮𝘪𝘻𝘦 𝘪𝘵. 𝘕𝘰𝘸, 𝘐 𝘯𝘰𝘵 𝘰𝘯𝘭𝘺 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘮𝘺 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸 𝘣𝘶𝘵 𝘤𝘢𝘯 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘣𝘰𝘰𝘴𝘵𝘦𝘥 𝘮𝘺 𝘱𝘳𝘰𝘧𝘪𝘵𝘴 𝘣𝘺 𝟥𝟢%" 

Jess, Business Coach
"𝘈𝘯𝘸𝘪𝘯 𝘪𝘴 𝘵𝘰𝘱 𝘰𝘧 𝘩𝘦𝘳 𝘨𝘢𝘮𝘦 𝘸𝘩𝘦𝘯 𝘪𝘵 𝘤𝘰𝘮𝘦𝘴 𝘵𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘦𝘴 𝘢𝘯𝘥 𝘨𝘳𝘰𝘸𝘪𝘯𝘨 𝘮𝘰𝘯𝘦𝘺. 𝘚𝘩𝘦'𝘴 𝘭𝘪𝘷𝘪𝘯𝘨 𝘱𝘳𝘰𝘰𝘧 𝘢𝘭𝘰𝘯𝘨 𝘵𝘩𝘢𝘵 𝘪𝘵 𝘥𝘰𝘦𝘴𝘯'𝘵 𝘮𝘢𝘵𝘵𝘦𝘳 𝘸𝘩𝘦𝘳𝘦 𝘺𝘰𝘶 𝘢𝘳𝘦, 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘤𝘳𝘦𝘢𝘵𝘦 𝘧𝘢𝘴𝘵 𝘤𝘩𝘢𝘯𝘨𝘦 𝘢𝘯𝘥 𝘣𝘦𝘤𝘰𝘮𝘦 𝘵𝘩𝘦 𝘉𝘌𝘚𝘛 𝘮𝘰𝘯𝘦𝘺 𝘮𝘢𝘯𝘢𝘨𝘦𝘳 𝘢𝘯𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘤𝘳𝘦𝘢𝘵𝘰𝘳"

Sarah, MBA Consultant
"𝘐 𝘧𝘪𝘯𝘢𝘭𝘭𝘺 𝘩𝘢𝘷𝘦 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦 𝘷𝘪𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘪𝘯𝘵𝘰 𝘰𝘶𝘳 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴, 𝘦𝘯𝘢𝘣𝘭𝘪𝘯𝘨 𝘮𝘦 𝘵𝘰 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘥𝘳𝘪𝘷𝘦𝘯 𝟣𝟪% 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘨𝘳𝘰𝘸𝘵𝘩 𝘪𝘯 𝘫𝘶𝘴𝘵 𝟨 𝘮𝘰𝘯𝘵𝘩𝘴." 
___

𝗣𝗔𝗥𝗧𝗡𝗘𝗥𝗦𝗛𝗜𝗣𝗦 & 𝗣𝗢𝗗𝗖𝗔𝗦𝗧 𝗚𝗨𝗘𝗦𝗧𝗜𝗡𝗚

Interested in having Anwin as a JV partner or as a guest on your podcast?

Reach out today and let's find the most valuable way we can work together..

📬 email: hello@wealthfluency.com

___

As seen in:
🎙️The Nomad Solopreneur Show - https://www.youtube.com/watch?v=nQCOLTm-HGo
🎙️Her Balanced Hustle - https://www.youtube.com/watch?v=T_BWp-Hreho
🎙️A Sip of Inspiration - https://www.youtube.com/watch?v=HW940dXBJeA

Anwin 💰 M.

A first-generation Latina looking to make a positive change in the world. One voice at-a-time. One story at-a-time. One connection at-at-time.  Based in Houston, Raquel has dedicated herself to healthcare advocacy and healthcare education for the last 12 years. 

Having a multi-lingual background, she has been able to expand her reach by educating different neighborhood groups around the Houston area. Through her efforts, many members of the communities who otherwise would go without proper health care have benefitted from her advocacy and received health services.  Her efforts have decreased the high percentage of members who go without basic health needs. 

She works directly with state, city, county, and other local officials to educate communities on important health topics. Raquel is also involved in active research in partnership with various entities such as her world-renowned alma mater Texas A&M University, BakerRipley, and the City of Houston.  This active research aims to identify the external environmental factors which may cause physical stressors on the elderly when participating in physical activities within their communities. Based on the results of the research, enhancements will be made to improve the neighborhood surroundings to be more age-friendly. 

Raquel possesses excellent leadership skills and is looking forward to building a coachable team that will increase the reach potential thus expanding the efforts of her "Mission with a vision". She looks forward to empowering women and contribute globally to spread her message of love and kindness to the world.

Raquel has called Houston her home for the last 30 years. She is a sports enthusiast and labels herself "gung-ho" about all things "Aggies".  Avid salsa dancer. Foodie. Lives with her furbabies and children. Enjoys the beach and quality time exploring the city and seeking adventures. Raquel is currently working on publishing her book and looks forward to sharing her life journey through speaking engagements.

Raquel "Raqi" Flores

Brilliant Beam Media

Strategic Social Media Consultant for effective and engaging B2B and B2C messaging. I help businesses take social media messaging into business results.

Social Media Director

Lena's Foundation

Ambassador

The Influencers' Connection Corner

Influencer Marketing. Livestreaming. Consulting. Brand Ambassador.

Business Influencer For Impact

Texas A&M University

A project that will study how the built environment affects older people in terms of their ability to be more physically active. These insights will be used to develop and evaluate intervention strategies (e.g. design, policy, and technology) to create age-friendly communities). Partners: Texas A&M University, University of Michigan, City of Houston, and BakerRipley.

Research Collaborator

Tech Fest Live

Walking Tall Movement

Walking Tall Movement Ambassador for the Latino community worldwide.

The Outlier Project

Member

Raquel Ideal Care

Healthcare consultant and healthcare advocate. Raquel Ideal Care LLC specializes in guiding clients through the health system in order to get access to quality healthcare for them or their loved ones. We pay special focus to members in underserved populations such as the elderly/disabled.

FOUNDER/CEO

FCC OF TEXAS

Home Health Care Manager

MEDICAL INSIGHTS & CARE UNLIMITED INC

Assistant Manager. Home Health Care Agency.

Healthcare Professional

Turning Authenticity into Influence | Houston Sports Gal | Fierce Mental Health Advocate| | "LIVE, LOVE, LEAD" | OWN Your Essence | | Encouraging humanity to "Educate, Empower, and Uplift".

As a Social Media Director at Brilliant Beam Media, my days are fueled by crafting strategies that not only captivate but also drive results for both B2B and B2C ventures. Fluent in Spanish-speaking and Spanish to English translation, I've had the privilege of bridging cultural gaps and amplifying brand voices across diverse audiences.

Beyond the boardroom, I wear the badges of a Walking Tall Movement Ambassador and a proud member of The Outlier Project with immense pride. These roles aren't just titles; they're opportunities to pay it forward. My heart beats for empowering fellow Latino entrepreneurs, especially the resilient women who navigate through cultural and personal barriers with grace and grit.

Through the intimate avenues of my podcast, coaching sessions, and the pages of my soon-to-be-released book, "Culture Clash," I don't just share stories—I share journeys. My own journey from the tumultuous streets of El Salvador to the corridors of opportunity in the United States serves as a beacon of hope. But more importantly, it's a roadmap for those who dare to dream, guiding them from the realm of possibility to the realm of action.

My mission is simple yet profound: to give voice to the voiceless, to provide platforms for the overlooked, and to equip aspiring entrepreneurs with the tools they need to thrive. And as we continue on this transformative journey together, let's not forget the power of community. On LinkedIn, I've cultivated not just connections but a family—a tribe of diverse souls united by shared dreams and mutual support.

Join me, not just as a spectator, but as a fellow architect of change. Together, let's shatter barriers, rewrite narratives, and pave the way for a future where every dream is not just realized but celebrated.

taplio

The Battle

Anwin 💰 M.

Raquel "Raqi" Flores

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