Financial Wellness Coaching

While working as a licensed securities broker and investment advisor at a large regional bank, The Doctor’s Momma’s founder, Bev Cook-McCrary, saw a need to help people understand their personal finances.  She witnessed clients not having clarity in their financial circumstances, putting themselves at risk by investing in financial products they did not understand.  Many advisors require a minimum net worth, a model which leaves out many people that do not have these resources. The Doctor’s Momma LLC offers services as a financial fiduciary, regardless of net worth, at an affordable cost. She provides honest, clear guidance for the benefit of the client based on the client’s needs.  Her passion is helping others walk through the steps of gaining financial literacy, so they too, can achieve financial independence.