Merging Life and Money

Merging Life and Money

Financial Services

Changing lives one at a time!

About us

I help my clients develop healthy money habits that will last them a lifetime, using my 3 step Merging Life and Money Method - Guaranteed. My method focuses on both MINDSET, the deep-seated emotions that affect your financial decisions and FINANCIAL EDUCATION, the practical side of personal finance. Unlike a financial planner, I do not build the perfect financial plan, I help you develop a financial mindset that will allow you to discover what you need to know to make good financial decisions. I empower my clients so that they can make smart financial decisions, and obtain a much needed boost to self-control and be flexible enough to change strategies as their financial situation changes

Industry
Financial Services
Company size
2-10 employees
Headquarters
RIO VISTA
Type
Self-Owned
Founded
2018
Specialties
Financial Mentoring, Business Consultancy, and Strategic Planning

Locations

Updates

  • 🌟 How to Build Wealth & Equity in Black Communities 🌟 Join me, Marie-Jo Caesar, as I explore strategies for creating lasting financial legacies in Black communities. This episode provides actionable insights on financial literacy, strategic investments, and wealth transfer. 🎁 FREE DOWNLOAD: Get your " Tips for building and leveraging professional networks" at https://lnkd.in/gzaK6gAr In this episode, I discuss: ✅Cultivating financial literacy across generations ✅Diversifying investment portfolios for Black families ✅The power of real estate in building generational wealth ✅Essential estate planning strategies for wealth preservation ✅Creating and growing successful family-owned businesses ✅Overcoming systemic barriers to wealth accumulation KEY MOMENTS IN THIS EPISODE 00:08 Change the Racial Wealth Gap Now! 02:49 Financial Literacy and Education 03:20 Start Financial Education Early at Home 08:17 Build a Resilient Financial Future Today 08:59 Strategic Wealth Building Investments 11:35 Real Estate Investing 12:07 Diversify Investments, Build Trust 13:27 Real Estate: A Powerful Wealth-Building Tool 14:23 Boost Income with Real Estate 17:33 Consult Experts for wealth-building 18:06 Protecting and Transferring Wealth 18:50 Estate Planning for Wealth Transfer 20:28 Secure Wealth with Trusts, Insurance 22:46 Family Businesses and Succession Planning 24:40 Master Succession in Family Businesses 25:58 Building Generational Wealth in Black Communities 28:52 Dedication Key to Generational Wealth 29:10 National Black Business Resilience Month Reflection 30:30 Special Gift and Upcoming Topics 31:24 Black Businesses Close Wealth Gaps 31:38 Transitioning to Life Insurance Awareness Month Call to Action: 👉🏾Subscribe for more insights on holistic financial wellness. 👉🏾Like and comment to join the conversation: Share your thoughts in the comments below—tell us about your thoughts and experiences or ask any questions you have regarding this episode! Let’s keep the momentum going and build a more inclusive and prosperous future together! CONNECT WITH ME: • Visit my website: mariejocaesar.com for resources and guides on investing in Black-owned businesses. • Follow me on social media: https://lnkd.in/gp4_3mfH https://lnkd.in/g8TQ7EKq https://lnkd.in/g_3KYG-2 https://lnkd.in/g9_5EH_Z https://lnkd.in/gn5zSNA9 Thank You for Watching! If you found value in this episode, please give it a thumbs up, share it with your network, and consider subscribing to the channel for more insightful content on financial wellness and entrepreneurship. #GenerationalWealth #BlackWealth #FinancialLiteracy #RealEstateInvesting #BlackEntrepreneurs #WealthBuilding #FinancialEmpowerment #EstatePlanning #FamilyBusiness #BuildingWealth #WealthGap #MarieJoCaesar

  • 🌟 How to Build Wealth & Equity in Black Communities 🌟 Join me, Marie-Jo Caesar, as I explore strategies for creating lasting financial legacies in Black communities. This episode provides actionable insights on financial literacy, strategic investments, and wealth transfer. 🎁 FREE DOWNLOAD: Get your " Tips for building and leveraging professional networks" at https://lnkd.in/gzaK6gAr In this episode, I discuss: ✅Cultivating financial literacy across generations ✅Diversifying investment portfolios for Black families ✅The power of real estate in building generational wealth ✅Essential estate planning strategies for wealth preservation ✅Creating and growing successful family-owned businesses ✅Overcoming systemic barriers to wealth accumulation KEY MOMENTS IN THIS EPISODE 00:08 Change the Racial Wealth Gap Now! 02:49 Financial Literacy and Education 03:20 Start Financial Education Early at Home 08:17 Build a Resilient Financial Future Today 08:59 Strategic Wealth Building Investments 11:35 Real Estate Investing 12:07 Diversify Investments, Build Trust 13:27 Real Estate: A Powerful Wealth-Building Tool 14:23 Boost Income with Real Estate 17:33 Consult Experts for wealth-building 18:06 Protecting and Transferring Wealth 18:50 Estate Planning for Wealth Transfer 20:28 Secure Wealth with Trusts, Insurance 22:46 Family Businesses and Succession Planning 24:40 Master Succession in Family Businesses 25:58 Building Generational Wealth in Black Communities 28:52 Dedication Key to Generational Wealth 29:10 National Black Business Resilience Month Reflection 30:30 Special Gift and Upcoming Topics 31:24 Black Businesses Close Wealth Gaps 31:38 Transitioning to Life Insurance Awareness Month Call to Action: 👉🏾Subscribe for more insights on holistic financial wellness. 👉🏾Like and comment to join the conversation: Share your thoughts in the comments below—tell us about your thoughts and experiences or ask any questions you have regarding this episode! Let’s keep the momentum going and build a more inclusive and prosperous future together! CONNECT WITH ME: • Visit my website: mariejocaesar.com for resources and guides on investing in Black-owned businesses. • Follow me on social media: https://lnkd.in/gp4_3mfH https://lnkd.in/g8TQ7EKq https://lnkd.in/g_3KYG-2 https://lnkd.in/g9_5EH_Z https://lnkd.in/gn5zSNA9 Thank You for Watching! If you found value in this episode, please give it a thumbs up, share it with your network, and consider subscribing to the channel for more insightful content on financial wellness and entrepreneurship. #GenerationalWealth #BlackWealth #FinancialLiteracy #RealEstateInvesting #BlackEntrepreneurs #WealthBuilding #FinancialEmpowerment #EstatePlanning #FamilyBusiness #BuildingWealth #WealthGap #MarieJoCaesar

  • 🌟 How to Build Wealth & Equity in Black Communities 🌟 Join me, Marie-Jo Caesar, as I explore strategies for creating lasting financial legacies in Black communities. This episode provides actionable insights on financial literacy, strategic investments, and wealth transfer. 🎁 FREE DOWNLOAD: Get your " Tips for building and leveraging professional networks" at https://lnkd.in/gzaK6gAr In this episode, I discuss: ✅Cultivating financial literacy across generations ✅Diversifying investment portfolios for Black families ✅The power of real estate in building generational wealth ✅Essential estate planning strategies for wealth preservation ✅Creating and growing successful family-owned businesses ✅Overcoming systemic barriers to wealth accumulation KEY MOMENTS IN THIS EPISODE 00:08 Change the Racial Wealth Gap Now! 02:49 Financial Literacy and Education 03:20 Start Financial Education Early at Home 08:17 Build a Resilient Financial Future Today 08:59 Strategic Wealth Building Investments 11:35 Real Estate Investing 12:07 Diversify Investments, Build Trust 13:27 Real Estate: A Powerful Wealth-Building Tool 14:23 Boost Income with Real Estate 17:33 Consult Experts for wealth-building 18:06 Protecting and Transferring Wealth 18:50 Estate Planning for Wealth Transfer 20:28 Secure Wealth with Trusts, Insurance 22:46 Family Businesses and Succession Planning 24:40 Master Succession in Family Businesses 25:58 Building Generational Wealth in Black Communities 28:52 Dedication Key to Generational Wealth 29:10 National Black Business Resilience Month Reflection 30:30 Special Gift and Upcoming Topics 31:24 Black Businesses Close Wealth Gaps 31:38 Transitioning to Life Insurance Awareness Month Call to Action: 👉🏾Subscribe for more insights on holistic financial wellness. 👉🏾Like and comment to join the conversation: Share your thoughts in the comments below—tell us about your thoughts and experiences or ask any questions you have regarding this episode! Let’s keep the momentum going and build a more inclusive and prosperous future together! CONNECT WITH ME: • Visit my website: mariejocaesar.com for resources and guides on investing in Black-owned businesses. • Follow me on social media: https://lnkd.in/gp4_3mfH https://lnkd.in/g8TQ7EKq https://lnkd.in/g_3KYG-2 https://lnkd.in/g9_5EH_Z https://lnkd.in/gn5zSNA9 Thank You for Watching! If you found value in this episode, please give it a thumbs up, share it with your network, and consider subscribing to the channel for more insightful content on financial wellness and entrepreneurship. #GenerationalWealth #BlackWealth #FinancialLiteracy #RealEstateInvesting #BlackEntrepreneurs #WealthBuilding #FinancialEmpowerment #EstatePlanning #FamilyBusiness #BuildingWealth #WealthGap #MarieJoCaesar

  • 🌟 How to Build Wealth & Equity in Black Communities 🌟 Join me, Marie-Jo Caesar, as I explore strategies for creating lasting financial legacies in Black communities. This episode provides actionable insights on financial literacy, strategic investments, and wealth transfer. 🎁 FREE DOWNLOAD: Get your " Tips for building and leveraging professional networks" at https://lnkd.in/gzaK6gAr In this episode, I discuss: ✅Cultivating financial literacy across generations ✅Diversifying investment portfolios for Black families ✅The power of real estate in building generational wealth ✅Essential estate planning strategies for wealth preservation ✅Creating and growing successful family-owned businesses ✅Overcoming systemic barriers to wealth accumulation KEY MOMENTS IN THIS EPISODE 00:08 Change the Racial Wealth Gap Now! 02:49 Financial Literacy and Education 03:20 Start Financial Education Early at Home 08:17 Build a Resilient Financial Future Today 08:59 Strategic Wealth Building Investments 11:35 Real Estate Investing 12:07 Diversify Investments, Build Trust 13:27 Real Estate: A Powerful Wealth-Building Tool 14:23 Boost Income with Real Estate 17:33 Consult Experts for wealth-building 18:06 Protecting and Transferring Wealth 18:50 Estate Planning for Wealth Transfer 20:28 Secure Wealth with Trusts, Insurance 22:46 Family Businesses and Succession Planning 24:40 Master Succession in Family Businesses 25:58 Building Generational Wealth in Black Communities 28:52 Dedication Key to Generational Wealth 29:10 National Black Business Resilience Month Reflection 30:30 Special Gift and Upcoming Topics 31:24 Black Businesses Close Wealth Gaps 31:38 Transitioning to Life Insurance Awareness Month Call to Action: 👉🏾Subscribe for more insights on holistic financial wellness. 👉🏾Like and comment to join the conversation: Share your thoughts in the comments below—tell us about your thoughts and experiences or ask any questions you have regarding this episode! Let’s keep the momentum going and build a more inclusive and prosperous future together! CONNECT WITH ME: • Visit my website: mariejocaesar.com for resources and guides on investing in Black-owned businesses. • Follow me on social media: https://lnkd.in/gp4_3mfH https://lnkd.in/g8TQ7EKq https://lnkd.in/g_3KYG-2 https://lnkd.in/g9_5EH_Z https://lnkd.in/gn5zSNA9 Thank You for Watching! If you found value in this episode, please give it a thumbs up, share it with your network, and consider subscribing to the channel for more insightful content on financial wellness and entrepreneurship. #GenerationalWealth #BlackWealth #FinancialLiteracy #RealEstateInvesting #BlackEntrepreneurs #WealthBuilding #FinancialEmpowerment #EstatePlanning #FamilyBusiness #BuildingWealth #WealthGap #MarieJoCaesar

  • 🌟 How to Build Wealth & Equity in Black Communities 🌟 Join me, Marie-Jo Caesar, as I explore strategies for creating lasting financial legacies in Black communities. This episode provides actionable insights on financial literacy, strategic investments, and wealth transfer. 🎁 FREE DOWNLOAD: Get your " Tips for building and leveraging professional networks" at https://lnkd.in/gzaK6gAr In this episode, I discuss: ✅Cultivating financial literacy across generations ✅Diversifying investment portfolios for Black families ✅The power of real estate in building generational wealth ✅Essential estate planning strategies for wealth preservation ✅Creating and growing successful family-owned businesses ✅Overcoming systemic barriers to wealth accumulation KEY MOMENTS IN THIS EPISODE 00:08 Change the Racial Wealth Gap Now! 02:49 Financial Literacy and Education 03:20 Start Financial Education Early at Home 08:17 Build a Resilient Financial Future Today 08:59 Strategic Wealth Building Investments 11:35 Real Estate Investing 12:07 Diversify Investments, Build Trust 13:27 Real Estate: A Powerful Wealth-Building Tool 14:23 Boost Income with Real Estate 17:33 Consult Experts for wealth-building 18:06 Protecting and Transferring Wealth 18:50 Estate Planning for Wealth Transfer 20:28 Secure Wealth with Trusts, Insurance 22:46 Family Businesses and Succession Planning 24:40 Master Succession in Family Businesses 25:58 Building Generational Wealth in Black Communities 28:52 Dedication Key to Generational Wealth 29:10 National Black Business Resilience Month Reflection 30:30 Special Gift and Upcoming Topics 31:24 Black Businesses Close Wealth Gaps 31:38 Transitioning to Life Insurance Awareness Month Call to Action: 👉🏾Subscribe for more insights on holistic financial wellness. 👉🏾Like and comment to join the conversation: Share your thoughts in the comments below—tell us about your thoughts and experiences or ask any questions you have regarding this episode! Let’s keep the momentum going and build a more inclusive and prosperous future together! CONNECT WITH ME: • Visit my website: mariejocaesar.com for resources and guides on investing in Black-owned businesses. • Follow me on social media: https://lnkd.in/gp4_3mfH https://lnkd.in/g8TQ7EKq https://lnkd.in/g_3KYG-2 https://lnkd.in/g9_5EH_Z https://lnkd.in/gn5zSNA9 Thank You for Watching! If you found value in this episode, please give it a thumbs up, share it with your network, and consider subscribing to the channel for more insightful content on financial wellness and entrepreneurship. #GenerationalWealth #BlackWealth #FinancialLiteracy #RealEstateInvesting #BlackEntrepreneurs #WealthBuilding #FinancialEmpowerment #EstatePlanning #FamilyBusiness #BuildingWealth #WealthGap #MarieJoCaesar

  • 🌟 How to Build Wealth & Equity in Black Communities 🌟 Join me, Marie-Jo Caesar, as I explore strategies for creating lasting financial legacies in Black communities. This episode provides actionable insights on financial literacy, strategic investments, and wealth transfer. 🎁 FREE DOWNLOAD: Get your " Tips for building and leveraging professional networks" at https://lnkd.in/gzaK6gAr In this episode, I discuss: ✅Cultivating financial literacy across generations ✅Diversifying investment portfolios for Black families ✅The power of real estate in building generational wealth ✅Essential estate planning strategies for wealth preservation ✅Creating and growing successful family-owned businesses ✅Overcoming systemic barriers to wealth accumulation KEY MOMENTS IN THIS EPISODE 00:08 Change the Racial Wealth Gap Now! 02:49 Financial Literacy and Education 03:20 Start Financial Education Early at Home 08:17 Build a Resilient Financial Future Today 08:59 Strategic Wealth Building Investments 11:35 Real Estate Investing 12:07 Diversify Investments, Build Trust 13:27 Real Estate: A Powerful Wealth-Building Tool 14:23 Boost Income with Real Estate 17:33 Consult Experts for wealth-building 18:06 Protecting and Transferring Wealth 18:50 Estate Planning for Wealth Transfer 20:28 Secure Wealth with Trusts, Insurance 22:46 Family Businesses and Succession Planning 24:40 Master Succession in Family Businesses 25:58 Building Generational Wealth in Black Communities 28:52 Dedication Key to Generational Wealth 29:10 National Black Business Resilience Month Reflection 30:30 Special Gift and Upcoming Topics 31:24 Black Businesses Close Wealth Gaps 31:38 Transitioning to Life Insurance Awareness Month Call to Action: 👉🏾Subscribe for more insights on holistic financial wellness. 👉🏾Like and comment to join the conversation: Share your thoughts in the comments below—tell us about your thoughts and experiences or ask any questions you have regarding this episode! Let’s keep the momentum going and build a more inclusive and prosperous future together! CONNECT WITH ME: • Visit my website: mariejocaesar.com for resources and guides on investing in Black-owned businesses. • Follow me on social media: https://lnkd.in/gp4_3mfH https://lnkd.in/g8TQ7EKq https://lnkd.in/g_3KYG-2 https://lnkd.in/g9_5EH_Z https://lnkd.in/gn5zSNA9 Thank You for Watching! If you found value in this episode, please give it a thumbs up, share it with your network, and consider subscribing to the channel for more insightful content on financial wellness and entrepreneurship. #GenerationalWealth #BlackWealth #FinancialLiteracy #RealEstateInvesting #BlackEntrepreneurs #WealthBuilding #FinancialEmpowerment #EstatePlanning #FamilyBusiness #BuildingWealth #WealthGap #MarieJoCaesar

  • 🌟 How to Build Wealth & Equity in Black Communities 🌟 Join me, Marie-Jo Caesar, as I explore strategies for creating lasting financial legacies in Black communities. This episode provides actionable insights on financial literacy, strategic investments, and wealth transfer. 🎁 FREE DOWNLOAD: Get your " Tips for building and leveraging professional networks" at https://lnkd.in/gzaK6gAr In this episode, I discuss: ✅Cultivating financial literacy across generations ✅Diversifying investment portfolios for Black families ✅The power of real estate in building generational wealth ✅Essential estate planning strategies for wealth preservation ✅Creating and growing successful family-owned businesses ✅Overcoming systemic barriers to wealth accumulation KEY MOMENTS IN THIS EPISODE 00:08 Change the Racial Wealth Gap Now! 02:49 Financial Literacy and Education 03:20 Start Financial Education Early at Home 08:17 Build a Resilient Financial Future Today 08:59 Strategic Wealth Building Investments 11:35 Real Estate Investing 12:07 Diversify Investments, Build Trust 13:27 Real Estate: A Powerful Wealth-Building Tool 14:23 Boost Income with Real Estate 17:33 Consult Experts for wealth-building 18:06 Protecting and Transferring Wealth 18:50 Estate Planning for Wealth Transfer 20:28 Secure Wealth with Trusts, Insurance 22:46 Family Businesses and Succession Planning 24:40 Master Succession in Family Businesses 25:58 Building Generational Wealth in Black Communities 28:52 Dedication Key to Generational Wealth 29:10 National Black Business Resilience Month Reflection 30:30 Special Gift and Upcoming Topics 31:24 Black Businesses Close Wealth Gaps 31:38 Transitioning to Life Insurance Awareness Month Call to Action: 👉🏾Subscribe for more insights on holistic financial wellness. 👉🏾Like and comment to join the conversation: Share your thoughts in the comments below—tell us about your thoughts and experiences or ask any questions you have regarding this episode! Let’s keep the momentum going and build a more inclusive and prosperous future together! CONNECT WITH ME: • Visit my website: mariejocaesar.com for resources and guides on investing in Black-owned businesses. • Follow me on social media: https://lnkd.in/gp4_3mfH https://lnkd.in/g8TQ7EKq https://lnkd.in/g_3KYG-2 https://lnkd.in/g9_5EH_Z https://lnkd.in/gn5zSNA9 Thank You for Watching! If you found value in this episode, please give it a thumbs up, share it with your network, and consider subscribing to the channel for more insightful content on financial wellness and entrepreneurship. #GenerationalWealth #BlackWealth #FinancialLiteracy #RealEstateInvesting #BlackEntrepreneurs #WealthBuilding #FinancialEmpowerment #EstatePlanning #FamilyBusiness #BuildingWealth #WealthGap #MarieJoCaesar

  • 🌟 How to Build Wealth & Equity in Black Communities 🌟 Join me, Marie-Jo Caesar, as I explore strategies for creating lasting financial legacies in Black communities. This episode provides actionable insights on financial literacy, strategic investments, and wealth transfer. 🎁 FREE DOWNLOAD: Get your " Tips for building and leveraging professional networks" at https://lnkd.in/gzaK6gAr In this episode, I discuss: ✅Cultivating financial literacy across generations ✅Diversifying investment portfolios for Black families ✅The power of real estate in building generational wealth ✅Essential estate planning strategies for wealth preservation ✅Creating and growing successful family-owned businesses ✅Overcoming systemic barriers to wealth accumulation KEY MOMENTS IN THIS EPISODE 00:08 Change the Racial Wealth Gap Now! 02:49 Financial Literacy and Education 03:20 Start Financial Education Early at Home 08:17 Build a Resilient Financial Future Today 08:59 Strategic Wealth Building Investments 11:35 Real Estate Investing 12:07 Diversify Investments, Build Trust 13:27 Real Estate: A Powerful Wealth-Building Tool 14:23 Boost Income with Real Estate 17:33 Consult Experts for wealth-building 18:06 Protecting and Transferring Wealth 18:50 Estate Planning for Wealth Transfer 20:28 Secure Wealth with Trusts, Insurance 22:46 Family Businesses and Succession Planning 24:40 Master Succession in Family Businesses 25:58 Building Generational Wealth in Black Communities 28:52 Dedication Key to Generational Wealth 29:10 National Black Business Resilience Month Reflection 30:30 Special Gift and Upcoming Topics 31:24 Black Businesses Close Wealth Gaps 31:38 Transitioning to Life Insurance Awareness Month Call to Action: 👉🏾Subscribe for more insights on holistic financial wellness. 👉🏾Like and comment to join the conversation: Share your thoughts in the comments below—tell us about your thoughts and experiences or ask any questions you have regarding this episode! Let’s keep the momentum going and build a more inclusive and prosperous future together! CONNECT WITH ME: • Visit my website: mariejocaesar.com for resources and guides on investing in Black-owned businesses. • Follow me on social media: https://lnkd.in/gp4_3mfH https://lnkd.in/g8TQ7EKq https://lnkd.in/g_3KYG-2 https://lnkd.in/g9_5EH_Z https://lnkd.in/gn5zSNA9 Thank You for Watching! If you found value in this episode, please give it a thumbs up, share it with your network, and consider subscribing to the channel for more insightful content on financial wellness and entrepreneurship. #GenerationalWealth #BlackWealth #FinancialLiteracy #RealEstateInvesting #BlackEntrepreneurs #WealthBuilding #FinancialEmpowerment #EstatePlanning #FamilyBusiness #BuildingWealth #WealthGap #MarieJoCaesar

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