Lazetta Braxton

Human and Financial Capital Strategist

MBA, CFP®

New Haven, CT

Lazetta Braxton

Human and Financial Capital Strategist

MBA, CFP®

New Haven, CT

For Lazetta Rainey Braxton, MBA, CFP®, it’s all about doing the work. A sought-after financial strategist, Lazetta provides guidance with care and urgency that invites individuals and firms to nurture and advance human capital.

She is passionate about amplifying culture, talent, life, and money and does so through financial planning, public speaking, writing, consulting, and coaching in her role as founder of Lazetta & Associates, a Business Strategy Firm, and as co-CEO of 2050 Wealth Partners, a 100% virtual fee-only financial planning and wealth management firm.

In all her endeavors, she is on a mission to create wealth for the common good.

Featured Videos

Speech Topics

See all speech topics here

 
How to Stay Relevant in an Increasingly Diverse Environment: Recognizing the Value of Cultural Competency

    This presentation covers important topics like: 

    • How behavioral psychology, such as a client’s comfort zone, impacts a client’s objectives, goals, understanding, decision making and actions
    • Who represents the next wave of racially diverse clients, using African Americans and their evolving personal financial needs and objectives as a representative population
    • How to better understand this next-gen client’s cultural values and attitudes to ensure alignment with a planner’s recommendations
    • How to build trust through understanding their unique challenges and opportunities
    Financial Planning for the Rest of Us: A Holistic Guide to Building Wealth
    This presentation covers important topics like:

  • Identify and conquer Money FOGS: fear, obligation, guilt and shame around money
  • How to make the most out of what you have
  • How to clarify your commitments and achieve your goals in ways that reflect your needs and values
  • Understanding the basics of building your financial plan and team
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    When RIAs and Their Clients Mind Their Businesses: A Partnership in Growing Sustainable Enterprises

    This presentation covers important topics like:

    • Determining the key points to examine in the core areas of financial planning, specifically as they relate to business owners
    • Designing a financial planning process that encourages ongoing review and relevant advice for business owners
    • Helping business clients begin with their exit in mind
    Invest in the Change You Seek: Start with You, Your Money, and Your Time

    This presentation covers important topics like:

    • Defining the wealth gap and the lack of access to capital for marginalized communities. 
    • Exploring how collective economic power be used to fund social change
    • Discovering ways to contribute to or invest in the change you seek
    • Motivating colleagues to join forces together
    Charging Ahead with Care and Courage: Empowering Strategies in Navigating the DEIB Journey

    This presentation covers important topics like:

    • Rebalancing the scales between leading the charge and carrying the load.
    • How the industry’s DEIB journey continues to measure up, and where the road leads from here
    • How allies can and should use their privilege and access for the greater good
    • How to prepare yourself emotionally and financially for the next stage of the journey

    Testimonials

    Lazetta’s passion, candor, and lived experience makes her contributions critical to the discourse and outcomes of increasing the diversity of the financial planning workforce.

    Carol Fishman Cohen
    CEO and Co-founder | iRelaunch

    Lazetta speaks to every individual and group from her heart, and our team felt that throughout the entirety of our engagement! She approaches uncomfortable topics with a genuine enthusiasm that opens up the conversation and makes it personal to each participant.

    Jonathan Rogers, CFP®
    Co-Managing Partner

    Testimonials

    Lazetta speaks to every individual and group from her heart, and our team felt that throughout the entirety of our engagement! She approaches uncomfortable topics with a genuine enthusiasm that opens up the conversation and makes it personal to each participant.

    Jonathan Rogers
    CFP® | Co-Managing Partner

    Lazetta’s passion, candor, and lived experience makes her contributions critical to the discourse and outcomes of increasing the diversity of the financial planning workforce.

    Carol Fishman Cohen
    CEO and Co-founder | iRelaunch

    Pricing

    In-person Events: $2,500-$5,000

    Virtual Events: $2,000

    *Inquire about discounted pricing for non-profits and large group rates

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