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Navigating Bias in Wealth-Building Spaces
The investment industry was not built for us — and the statistics prove it. Black women are underrepresented in investment spaces, receive less access to capital as entrepreneurs, and face documented bias from financial advisors. This workshop doesn't pretend that bias doesn't exist. It names it, quantifies it, and then gives you the tools to build wealth anyway. You will leave knowing where to invest, how to find advisors who respect you, and how to build an investment strategy rooted in your own intelligence and priorities.
Understand the documented wealth gap and its structural causes
Know the basic investment vehicles: stocks, index funds, ETFs, REITs, mutual funds, bonds
Build a simple, low-cost investment portfolio using index investing principles
Identify and vet financial advisors who are both competent and culturally aligned
Understand the power of compound interest and why starting now matters more than starting big
Navigate robo-advisors vs. human advisors — pros, cons, and best use cases
Create a personal investment policy statement that guides every decision
The racial wealth gap, the gender investing gap, research on advisor bias, and the cost of being kept out of the conversation.
Index funds vs. actively managed funds, ETFs, REITs, bonds, the power of low expense ratios, and the miracle of compound interest with live calculations.
Three-fund portfolio strategy, asset allocation by decade and risk tolerance, tax-advantaged vs. taxable accounts.
What to look for in a financial advisor, questions to ask, red flags, fiduciary duty, fee structures, and resources for finding culturally competent advisors.
Building a written commitment to your investment principles: goals, timeline, risk tolerance, contribution commitments.
The following worksheets are completed during the live session. Preview them below, or download a print-ready PDF of the worksheets only.
Download Worksheets as PDF
Print-ready worksheet packet for this session — for participant use only. © Triverre Institute™. All rights reserved.
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