FortuneUp

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Service type

Career stage

Responds in about 3 hours

Introduction

I have always been fascinated by money and the successful paths it can open when managed wisely. Earning a degree in Finance provided me with the knowledge and tools to achieve financial freedom. This transformation has positively impacted every aspect of my life and has empowered me to assist others in reaching their financial goals.

Overview

Hired 27 times

Serves Dallas, TX

Background checked

1 employee

4 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Stripe.

Social media

Instagram

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Exceptional 5.0

10 reviews

5

100%

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Read reviews that mention:

Ari C.

Nov 12, 2023

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Hired on Thumbtack

I'm thrilled to have Latasha as my new financial planner! Her expertise and personalized approach have improved my financial outlook. Clear communication and strategic guidance makes LaTasha a valuable asset to my financial goals. I highly recommend her to anyone in need of financial planning services.

Personal Financial Planning

Thumbtack U.

Sep 10, 2023

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Hired on Thumbtack

I started working with LaTasha back in May until about the end of August ‘23. LaTasha completely altered my perception of finance. I felt like I had a bunch of loose ends financially and she organized everything and created a forecast to help me visualize our plan. She’s an incredibly patient, charismatic, and kind professional. I feel like anyone at any tax bracket or budget deserves to have financial security and understanding of how to make the most of their money, LaTasha is the asset you need. Thank you again!!

Personal Financial Planning

Ellen J.

Feb 4, 2024

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Hired on Thumbtack

Highly recommend LaTasha! In the short time we’ve worked together she has helped me formulate an easy to use budget, and more importantly held me accountable to it.

Personal Financial Planning

Lloyd P.

Apr 15, 2023

In the past year, Latasha has helped me on track with my financial goals. She is always professional and has helpful visuals to easily explain how to keep track and invest my money.

Ebony J.

Mar 29, 2023

Latasha shows immense dedication to her client’s financial success! Not only is she knowledgeable in financial literacy, she also serves as an accountability partner to ensure progress is being made towards goals and stability! Book a consultation and I promise your life will change for the better!

Credentials

Background Check

Latasha Landy

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Competitive pricing: Flexible based upon complexity of finances
What is your typical process for working with a new customer?
Review their financial goals and create a personalized financial plan that is easy to follow along with great results! Most of my clients prefer ongoing monthly services, but I offer limited one-time financial plans.
What education and/or training do you have that relates to your work?
Majored in Finance - debt free with over 10 years of financial experience.

FortuneUp

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