The Finance Duo CLT
Insurance Done Differently
Insurance, Money & Real Talk
We’re not your typical insurance and finance team—we’re two women doing things differently. At The Finance Duo CLT, we make money talk real, approachable, and built around your life. Whether you’re growing a food business, raising a family, or planning for your future, we’re here to help you make moves that actually make sense. Everything we do is about trust, connection, and showing up with solutions that fit you. Let’s figure it out together.
Money Moves With Purpose
Every choice you make with your money should work for the life you want. Whether you're protecting what matters, growing a business, or building real connections, the right tools—and the right people—make a difference. Here's how we show up for that.
Insure
Insurance that actually reflects your world. From family to business, this coverage is about creating security that moves with you, not against you.
Business, Partnerships, and Events
Visibility and trust go hand in hand. Strategic events and aligned partnerships help you grow your network and stay top-of-mind where it matters.
Financial Consulting
Guidance without the guesswork. This is about planning smart, staying ready, and making moves that support both your now and your next.
Real People, Real Finance
This business was built to shift the way insurance and money conversations happen—especially for people who’ve felt left out of the process. Everything we do is grounded in experience, honesty, and real solutions that fit real life. From consulting to retirement planning and business partnerships, it’s all about connection and clarity.
The Way We Show Up
We do more than offer services—we create space for people to take control of their money with confidence. From retirement planning to insurance, business partnerships, and consulting, every move we make is built on trust, experience, and care. Our work is focused, intentional, and rooted in showing up for the communities we serve.
Built for Your Reality
We’re two women with years of business experience, offering practical tools for people navigating life, work, and big decisions.
By Appointment Only
Time matters. That’s why every session is booked with intention—no walk-ins, no rush, just focus.
Owned by Black Women
Representation matters, and so does lived experience. This business is founded and led by women who walk the walk.
Money Conversations That Land
We break down finances in a way that’s real and relatable—because clarity leads to better choices.
Global Reach, Local Heart
Based in Charlotte and working worldwide, we blend personal attention with broad perspective.
Insurance That Connects
For us, insurance is about more than coverage—it’s about helping people feel secure, prepared, and seen.