In this episode of Girl…Call Me with Tanya and Jessica, we sit down with Chelsea Ransom-Cooper, CFP®, Co-Founder and Chief Financial Planning Officer at Zenith Wealth Partners, for a powerful conversation on financial planning for midlife wealth builders, especially women and people of color.
Chelsea breaks down what it takes to build and sustain wealth with intention, covering everything from investment strategies and retirement planning to estate protection and long-term care. She also shares how AI is reshaping financial planning and offers practical, no-fluff advice you can put into action right away.
Whether you’re managing credit card confessions, planning for your future, or just trying to make sense of the money talk at the Thanksgiving table, this episode delivers the insights and encouragement you need to secure your financial peace.
Key topics include:
Building generational wealth as a first-generation professional woman
Common myths about financial planning
Why having a financial advisor matters
Estate and long-term care essentials
Top financial tools to use right now
The midlife mindset shift that turns financial stress into confidence
Tune in, take notes, and get ready to make your money moves with purpose.
Meet Chelsea:
Chelsea Ransom-Cooper, CFP® is the Co-Founder and Chief Financial Planning Officer of Zenith Wealth Partners, a minority-owned wealth management firm on a mission to generate $1 billion in wealth for women and people of color. Chelsea is not only leading a firm; she’s cultivating the next generation of diverse financial planners who are committed to helping first-generation wealth builders take confident steps toward financial freedom. Zenith specializes in working with high-earning founders, leaders, and executives who are the first in their families to build significant wealth and don’t want to “mess it up.” Whether navigating equity compensation, major life transitions, or planning for retirement, Zenith’s advisors take a tailored, empathetic approach—serving as partners, educators, and advocates every step of the way.
Chelsea serves as a CFP Board Ambassador, educating the public on how financial planning with CFP professionals can help people achieve their financial goals. Chelsea’s work has been featured in CNBC, NPR, MarketWatch, and The Wall Street Journal. She has been recognized by InvestmentNews 40 Under 40, NerdWallet, and the Association of African American Financial Advisors.
Contact Chelsea:
Website: https://zenithwealth.partners/
Schedule a call: https://calendly.com/chelsea-zenith/zwp-introductorty-call
here is the referral link to monarch money, budgeting tool
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