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Dana Wilson

Culture, Identity & Community Wealth

Culture Identity & Community Wealth: Collective Prosperity

Bottom line: Culture and identity aren’t separate from financial decisions. They shape them. For Black and Brown communities, understanding how cultural values, systemic barriers, and community ties influence wealth building is key to creating financial strategies that actually fit your life. Money is personal. But it’s never just personal. Every financial decision you make is […] Read →
Insurance & Protection

Insurance & Protection: Safeguard Your Financial Future

Let’s talk about the part of money that nobody makes cute. Insurance isn’t glamorous. It doesn’t glow up your feed like a paid-off credit card or a first investment account. But insurance is one of the most loving, protective things you can do for yourself and the people who count on you. Think of it […] Read →
Wealth & Investment

Wealth & Investment: Growing Your Assets Strategically

Investing can feel like a members-only club, one where the password was handed out to everyone but you. The jargon, the suits, the CNBC ticker scrolling numbers that mean nothing. If wealth building has ever felt like it wasn’t meant for you, you’re not imagining things. But investing isn’t reserved for Wall Street. It’s for […] Read →
Credit, Capital & Asset

Credit Capital & Asset Building: The Foundation of Wealth

Let’s talk about the three things nobody explained to us at the kitchen table but everybody expects us to just… know. Credit. Capital. Assets. They sound like the language of bankers and boardrooms, like something you need a suit and a trust fund to understand. But credit scores as we know them were only formalized […] Read →
Tax & Business Strategy

Tax & Business Strategy: Smart Planning for Entrepreneurs

Taxes have a way of feeling like that one relative who shows up every April, hand out, no warning. You did the work. You earned the money. And then a chunk of it just… disappears. But here’s what nobody told us growing up: taxes aren’t just something that happens to you. With the right strategy, […] Read →
Know Your Team

Know Your Team: Financial Professionals & Resources

You don’t build a house without a crew. So why are we out here trying to build wealth solo, armed with nothing but a spreadsheet and a whole lot of hope? Nobody gets financially free alone. The wealthy have always had people, advisors, accountants, attorneys, quietly making their money moves smarter. That access wasn’t always […] Read →
Wealth & Investment

WTF: The Wealth Plan, Your 90-Day Action Guide

In short: The WTF Wealth Plan is a seven-step process for building wealth that lasts, one you can actually follow, even if no one ever handed you a roadmap. It walks you through healing your relationship with money, setting clear goals, investing with confidence, protecting what you build, and passing it on to the people […] 10 min read Read →
Credit, Capital & Asset

Growth Lab: Build. Scale. Thrive.

Put simply: Growth Lab is CHIP Financial’s education platform built for founders and entrepreneurs who were never handed a playbook for building business wealth. It teaches the language of money, connects you with credentialed professionals, and shows you how a coordinated financial team turns revenue into real, lasting wealth. Think of it as the support […] 8 min read Read →
Know Your Team

Financial Professional Matching Guide

In short: Behind the Match is CHIP Financial’s transparency pillar. It explains exactly how professional matching works, who you’ll be connected with, and why the process is different from a search engine or directory. CHIP offers two entry points: the CHIP Matching Program for people ready to connect with a vetted professional, and the Cultural […] 9 min read Read →
Know Your Team

How CHIP Match Works

Put simply: The CHIP Matching Program is a guided process that connects you with vetted financial professionals based on your financial context, goals, and life stage. It took three years to develop and produces a targeted Match Profile, not a list to browse. Everybody says find a financial advisor. Nobody explains what that actually means: […] 8 min read Read →