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I help Black women build a strong financial foundation so that they can shift into ease and I.N.V.E.S.T. with confidence.

~ Terry Banks



Develop a fresh perspective

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Make sense of the financial services industry

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Pursue joyful moments

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See the bigger picture

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On the Phone


Just as a personal trainer can help you meet your fitness goals faster and more efficiently than going solo, my coaching can help you save time and money. 

My coaching focuses on the foundational areas of mindset, budgeting, debt reduction and saving which provide clarity and hope.

Together we create a spending and savings plan that reflects your values and goals. As goals are met and savings are recognized, wealth-building can begin. 

I can help you to prepare for investing so that the stress of living paycheck to paycheck becomes a thing of the past.  

If you've ever thought to yourself

"I make too much money to be this broke", 

make a free 30-minute appointment with me.



3-Hour Kickstart

Overwhelmed with doing the research and don’t know where to start? Start here! 


I initially hired Terry for individual financial coaching and she encouraged me to include my partner, Patrick, in the discussions. I’m so glad she did!


Working with Terry has done wonders for our relationship!

We now intentionally create time to connect with each other at least once per week, not only around finances but around the things we value and want to plan for. Saving our receipts is now a habit, as is logging our expenses in our budget spreadsheet.

We are in control of our money in a way that we never have been, and the tools that Terry has given us make life so much easier! We now spend significantly less on groceries and eating out, while enjoying our favorite home-cooked meals as a family. Since we are now meal-prepping in advance, we’ve gotten back precious time that we can spend with our daughter.

-Adrienne R. and Patrick J.

I felt nervous going into      

my first session, which involved sharing my best attempt at a budget for the coming month. 


Fortunately, Terry is patient, non-judgmental, and encouraging. 


Now, as I get ready for my second session, I have next-steps (and homework) that should set-me up to save for goals I didn’t think I could afford.

- Andrea 

Terry has been a much-needed mentor and a positive example in this pivotal moment of my life.


She has a holistic approach to financial health and challenges me to elevate my perspective. She's a charismatic, empathetic and encouraging leader.

Thank you so much Terry for doing what you do. We need more representation of black, queer and female excellence in the world like yourself!

- Devin 


For those of us who were not born with a silver spoon in our mouths, it’s fairly common to be the first in our family to be the curse breaker. It’s because of this PIONEERING that we may not have folks in our inner circle, be they family or friends, that have experience with how to best manage their finances. We don’t have the opportunity to lean on them for guidance and to leverage their learnings and life lessons.

That’s a major part of why it’s important for me to do this work. I want to destigmatize us not somehow MAGICALLY knowing the ins and outs of personal finance even though it’s not taught in schools in a way that is ultimately useful.


That’s why I also want to bring CONTEXT and JOY to this topic which can be daunting and stressful. 

I’m here to provide the accountability and encouragement of a JUDGEMENT-FREE AUNTIE that you can confide in that will keep a secret and keep it real.

Make your appointment with me to

learn how to not be broke. 


Follow 3 easy steps that provide clarity and control and escape the pressure of living paycheck to paycheck!

Download your FREE Copy of

Reduce Stress With A Spending Plan

You will also receive occasional info about personal finance. No SPAM from me. I'm not gonna waste your time with that BS.

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