Vekevia Tillman-Jones, MBA, CFP®
Senior Financial Planner and Business Coach
My husband, Brian, and I live in Orlando, FL with our two young boys.
I grew up watching my parents balance a W2 job, with steady income, a commission role, and managing a portfolio of real estate that included single family homes, multi-unit properties and an apartment complex.
From that, I absorbed a mindset that there was more than one way to provide for yourself. That you could manage yourself and your time and that the idea of having multiple streams of income is a feasible strategy.
A year after graduating from college, I purchased my first home, lived in one room and rented out another one of the rooms. From there the journey to create multiple sources of income began. Later on, I turned that property into a rental when my husband and I bought a bigger home.
Now, as the parents of 2 young boys, my husband, Brian, and I are trying to demonstrate the same entrepreneurial spirit to our boys as we manage our rental property and our peer-to-peer car sharing business.
We are enjoying the journey and our experiences flow over into my work with clients as their financial coach and business coach.
I have worked 17 years in the financial services industry, working in a variety of positions, in management, retail banking, portfolio consulting of high net worth clients, contributing to research reports, and providing financial coaching to people from all walks of life.
As a financial planner coach, I get in the trenches with start up and growing companies, and work closely with business owners and leaders to take their businesses to the next level. I also help new real estate investors through the process of buying their first rental property.
I enjoy the opportunity to coach people from all walks of life to take steps to define what they want out of life, their businesses, and their finances and tailor their behavior, so they can reach their own “state of wellness.
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Certifications & Professional Organizations
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Regardless of your age or assets, fee-for-service XY Planning Network advisors are dedicated to working in your best interests. XYPN planners hold the CFP designation, are sworn fiduciaries and offer virtual financial planning. | CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning. Only those financial planners who have fulfilled the CFP Board's rigorous requirements and adhere to strict ethical standards can call themselves a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. |
Vekevia Tillman-Jones' financial and business expertise has featured in:
- Forbes - 4 Ways to Reduce College Costs
- Forbes - 4 Ways to Earn More Money by Boosting Your Career
- Forbes - 6 Steps to Keep Your Finances in Order While Dealing With a Mental Health Issue
- The Trust | NFLPA - Help Others Without Hurting Your Own Finances
- The Trust | NFLPA - Financial Planning for Expecting Parents
- Optimal Finance Daily - The Pros and Cons of Paying PMI