The Wealth Gap Closers™ Method with Shehara Wooten

The Wealth Gap Closers™ Method with Shehara Wooten

In this episode, our guest Shehara Wooten and I explore what it takes to build wealth with confidence and purpose, especially for Black women in STEM navigating promotions, pay raises, and the pressures that come with them. Shehara’s story of moving from engineering into finance reveals not just a career change but a mission: to help others see what’s possible with their money when they feel empowered instead of pressured.

You’ll hear insights from her book “In the Meantime, Own Your Financial Narrative”, stories of her clients’ breakthroughs, her reflections on racial wealth gap history, and even how hobbies like line dancing and painting tie back to money and life purpose. 

 

Shehara Wooten: Financial Planner, Author, and Founder of Your Story Financial

With over 20 years of experience in financial services, Shehara Wooten helps ambitious mid-career Black women in STEM gain clarity, control, and confidence in managing money. She specializes in guiding clients to avoid lifestyle creep, confidently navigate promotions, and build lasting wealth. Her mission is rooted in doing her part to close the racial wealth gap while empowering women to live the lives they imagine.

Shehara founded Your Story Financial in 2016, serving clients across the United States. In 2019, she launched Your Story Financial Academy, offering education and coaching to help people envision financial independence and “work-optional” living as achievable. Her work is fueled by a deep belief in financial literacy and equitable access to planning.

A graduate of The Ohio State University with a B.S. in Electrical and Computer Engineering, Shehara began her career as an engineer before shifting to finance in 2004. Since then, she has served with global and national financial firms before creating her own practice. Beyond her professional work, she enjoys line dancing, reading nonfiction, watching historical documentaries, and spending time with her husband, family, and friends.

Episode Highlights

• Leaving engineering for financial planning
• Marking 21 years since her career transition
• Building community programs for Black women in STEM
• Inside The Wealth Gap Closers™ Method
• Why giving and philanthropy matter in wealth building
• Connecting history and resilience
• Asking “why” five times to find financial purpose
• Exploring sensitivity, overwhelm, and money habits
• Limits of outsourcing decisions to planners—or AI

Keywords

#SheharaWooten #FinancialPlanning #BlackWomenInSTEM #WealthGap #FinancialLiteracy #MoneyMindset #STEMCareers #RacialWealthGap #CommunityWealth #FinancialFreedom

Resources

Shehara's Youtube Chanel Your Story Financial LinkedIn Instagram In the Meantime, Own Your Financial Narrative by Shehara Wooten The Gap and the Gain by Ben Hardy

Click here to watch it on Youtube

 

Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. All the Colors is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.