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Write your Money Script
Unconscious money scripts, we all have them. Often we think financial planning is about how, when, and where. As you become more aware of your personal money scripts you will learn it's more about "why" and "who". Over the course of our relationship we will help you become more conscious and rewrite your personal Money Script.
About Us
We provide personalized financial advice and wealth management to emergency medicine physicians, nurses, private practitioners, and practices. We help healthcare professionals navigate the complexities of financial planning, allowing them to focus on what they do best—caring for others.
We understand the unique financial challenges medical professionals face. We offer tailored solutions covering everything from cash flow management, debt repayment, insurance, and investments to retirement, tax, and estate planning.
We are committed to helping you bring your values, goals, and financial behaviors in alignment.
Meet the Team
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Yohance Harrison
FOUNDER, CEO
Behavioral Financial Advisor
Chartered Retirement Planning Counselor
Yohance Harrison has dedicated most of his life to empowering those around him to take charge of their financial future. He began his financial services career over twenty years ago and now finds himself living his passion as the founder and CEO of Money Script Wealth Management, PLLC. Money Script Wealth Management, PLLC specializes in helping healthcare professionals take charge of their financial world, debt and wealth management, education, retirement, and protection planning.
Born and raised from humble beginnings in Charlotte, North Carolina, Yohance always knew that he wanted to use his voice to amplify others. In 2004, Yohance moved to Los Angeles to manage an advisor’s office for a Fortune 500 firm. After a decade in corporate America, he departed his leadership role to share his wealth of financial literacy knowledge with others. Upon establishing Money Script Wealth Management, PLLC, Yohance knew that he wanted to invest deeper into unserved communities. Together with his wife, Alicia, The Money Script, LLC launched with a mission to increase financial literacy, wealth, and the net worth of black, brown, and indigenous communities. It is their priority to build up multicultural communities that often don’t receive the information needed to reach financial freedom. Through podcasts, workshops, and products, The Money Script, LLC has built an empire of financial literacy tools that work to educate communities to take control of their money habits.
In addition to The Money Script, LLC tools, Yohance also teaches financial literacy courses at universities across America. He is a licensed life insurance agent, Chartered Retirement Planning Counselor, and holds his Series 65 and 66 licenses. Yohance enjoys spending time with his loving wife and two children when not managing his businesses, where they reside in Dallas, Texas. A photographer at heart, he loves to travel to capture the world through his lens. One of his lifelong dreams is to help ensure that financial literacy courses are a norm across high school and college curriculums.
Education & Training
COLLEGE FOR FINANCIAL PLANNING – CRPC, 2007
SERIES 65 – 2020
LIFE & HEALTH INSURANCE LICENSE – 2001
Activities & Affiliations
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Alicia Harrison
VP OF OPERATIONS
Alicia Harrison is the Chief Operations Officer of Money Script Wealth Management, PLLC and wife to CEO, Yohance Harrison. With a passion for community empowerment, Alicia’s unique background in marketing, operations, customer relations, health & fitness, and event planning gives her a broad perspective on the value of financial planning and reaching long term goals. Alicia is a licensed Life Insurance Agent in California, Texas and Georgia. She’s a mother, certified yoga instructor, personal trainer and aspiring business coach.
“It is my passion and purpose to empower my community and colleagues to take control of their life, health and finances! Live your worth!”
Education & Training
University of Phoenix
B.A., Business Marketing, 2011
International Academy of Design & Technology
A.A., Fashion Design, 2002
Additional Information
CA License #0L56018
Alexis Patton
ACCOUNTS MANAGER
Alexis Patton is a dependable, trustworthy, and detail-oriented professional with extensive working experience in customer service, insurance, sales, and banking. A licensed Life Insurance Agent in Georgia, her skills include excellent interpersonal communication and advanced problem-solving. She is very passionate about work ethics and personal/professional growth in a collaborative culture. As a new mother, Alexis adds a steady source of motivation that drives our team to do their best.
“I am very excited about my new role as a Client Account Representative with MSWM and delivering quality service while putting the clients’ needs first.”
Education & Training
University of Phoenix
B.S., Business Finance, 2013
A Wealth of Possibilities
Our philosophy is to educate you on basic financial principles & empower you to write your personal money script. We want to help you improve your financial future.
Many of us did not take personal finance courses in school. It can be challenging to keep up with the multitude of financial terms, accounts, and decisions we face daily. FinTech has revolutionized how we interact with our money, vendors, and financial institutions. With all of the technological advances, there are fundamental economic principles that still apply today.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
Let’s Chat
Financial planning doesn't have to be scary. Join us for a 45 minute complimentary consultation. We are confident you will become empowered to take action to reach your goals.
Book a Discovery SessionExplore and Learn More
The Money Script Podcast
Blog
Book Club
Our Merch
FAQs
Is Money Script Wealth Management, PLLC a fiduciary?
Yes
Does MSWM offer fee based planning?
Yes
Does MSWM offer investment management? If so, what custodians does MSWM use?
Yes. Altruist, Betterment and Charles Schwab.
Do you work with entrepreneurs?
Yes, we ❤️ entrepreneurs.
Is there an investment minimum?
No.
What is a "high-income" earner?
High-income earners are households that earn $100k or more per year, or are on track to do so in the next few years.
