600+
Clients Served
10+
Years Experience
$1M+
Revenue Generated
Multiple
School District Partnerships
Choose Your Path to Success
Skip years of trial and error. Learn from a proven expert with exclusive contracts with Teachers Pension and partnerships with school districts throughout Texas.
6 Months
“Accelerate” Program
Fast-track your financial services business with intensive guidance and proven strategies to get you market-ready quickly.
- Custom financial planning fee structure development
- Comprehensive marketing strategy implementation
- Bi-weekly one-on-one coaching sessions (60-90 min)
- Complete suite of templates and marketing materials
- Event creation and speaking engagement development
- Shadowing opportunities for client events
12 Months
“Comprehensive” Program
Complete business development program with extended support through your first year of operations and growth optimization.
- Everything in the 6-month Accelerate program
- Extended implementation and optimization support
- Advanced business scaling strategies
- Custom SOP development for your business
- Ongoing compliance and regulatory guidance
- Full year of accountability and progress tracking
What You’ll Receive
Custom Business Development
Custom financial planning fee structures, comprehensive marketing strategies, and complete document templates and workbooks.
One-on-One Coaching
Bi-weekly strategy sessions (60-90 minutes), email support with 48-hour response time, and monthly progress reviews.
Real-World Experience
Shadowing opportunities for client events, event creation guidance, and speaking engagement development opportunities.
Compliance & Systems
Custom SOP development, compliance documentation, regulatory navigation, and proven client acquisition frameworks.
The Value of Expert Mentorship
Building a successful financial services business independently typically requires 3-5 years of trial and error, costing $185,000+ in opportunity costs and reduced earnings. Bypass these costly learning curves with proven strategies.
Proven Knowledge Transfer
Industry-specific templates, compliance checklists, and client acquisition scripts that have been tested with over 600 clients and multiple school district partnerships.
Time-Tested Systems
Skip years of trial and error with custom SOPs, video training modules, and frameworks that deliver immediate results in the educator market.
Accountability & Results
Milestone tracking system, implementation timelines, and results measurement framework to ensure your success.
Education & Professional Background
MBA Business Administration
Everest University – Advanced business strategy and management expertise
Financial Planning Graduate
Rice University – Comprehensive financial planning program graduate
Bachelor of Arts
Texas Southern University – Sociology with History minor
Goldman Sachs 10KSB Graduate
Goldman Sachs 10,000 Small Businesses program graduate – Advanced business growth strategies
Multi-State Licensed
Certified for Life, Health, and Medicare services across multiple states
Proven Track Record
Goldman Sachs 10KSB Graduate
Selected for prestigious Goldman Sachs 10,000 Small Businesses program for advanced business growth strategies
Teachers Pension Contract
Exclusive contractual relationship providing specialized financial planning services
School District Partnerships
Strategic partnerships with school districts throughout Texas for educator financial planning
TFOP Financial Education Director
Director of Financial Education at The Fountain of Praise overseeing comprehensive programs
Revenue Generation Expert
Generated $1 million in revenue as top corporate admissions representative
Community Leader
Leader with Grameen America helping secure business funding
Ready to Start Your Journey?
Complete the form below to learn more about the Empower & Excel Mentorship Program
Meet Your Mentor: Bridgett Dickey
Bridgett Dickey, known as Dickey Financial & Wealth Management Firm, founded Houston’s first and only Black woman-owned comprehensive financial planning firm. With over a decade of experience, she has transformed the lives of thousands of women, guiding them from uncertainty to confidence.
Dickey specializes in creating and implementing personalized financial plans that convert anxiety into security. Her innovative approach includes developing a financial card deck that makes money concepts more accessible. As a recognized authority in financial education, she earned the Servant Leader Award for developing and managing financial programs, reaching over 20,000 members at a Houston mega-church.
Through Dickey Financial & Wealth Management Firm, Dickey continues to empower women with essential financial knowledge and practical tools, establishing herself as a leading voice in women’s financial education. Her groundbreaking role as Houston’s pioneer Black woman-owned financial planning firm reflects her commitment to bringing diverse perspectives and personalized solutions to financial planning.
Learn more at www.dickeyfinancialfirm.com
Disclaimer
DISCLAIMER: All products and services by our company are for educational and informational purposes only. Your level of success in attaining any stated ideas or strategies in our programs or on our websites is dependent upon a number of factors including your health, skill, knowledge, ability, dedication, goals, relationships, love of other humans, and financial situation, to name a few. Because these factors differ according to individuals, we cannot guarantee your specific success or results in any area of life or any endeavor. As stipulated by law, we make no guarantees that you will achieve any specific results from our information, programs or services and we offer no licensed or professional medical, legal, therapeutic, tax, or financial advice in this