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Portia R. Jackson, CFP® is obsessed with all things related to personal finance, designing your fulfilled life and the Enneagram!

After leaving her corporate job as a rocket scientist, she completed a certification in Personal Financial Planning from UCLA, got her CERTIFIED FINANCIAL PLANNER™ Professional designation, and helped hundreds of Fortune 500 employees as a Financial Wellness Coach at Price Waterhouse Coopers.

She transformed her love of personal finance, organization and personal development into a step-by-step system to help entrepreneurs and driven professionals make the most of their money through her company Hello Portia.

Meet Portia Jackson

I started Wealthy and Fulfilled because I believe online business owners are a special breed of people.

We take the risk of going off the beaten path to share our gifts and talents with the world, yet, we often get so caught up in the Business that we forget the business is here to serve us, not the other way around.

But in my time in high-end masterminds and networking groups, I realized that many times these super smart, successful business owners are confused about how to transform their profits into a tool that supports their Life.

I’m here to change that.

  • I want online business owners to be just as successful in their personal finance as they are in their multiple 6-7 figure businesses.
  • I don’t want them to be afraid to spend their money because they are worried about it running out or that their success won’t last forever.
  • I want them to feel in control of their finances and clear on their investing strategy without falling prey to scams or be at the whim of their next launch.
  • I believe that true wealth isn’t a dollar amount but the joy and satisfaction that comes from living your purpose, enjoying the life you’ve been blessed with and staying in your own lane without comparing yourself to others.

Now I’ve coached hundreds of Fortune 500 employees as a Financial Wellness Coach at Price water house Coopers in creating financial abundance, clarity and confidence and now I’m doing the same for my fellow online entrepreneurs.

Let’s skip the typical B.S. that comes along with “traditional” financial planning and wealth management. I don’t sell any products. I don’t charge any fees. I’ve structured my business with your best interest (haha, see what I did there) in mind.

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Portia Jackson
Wealthy and Fulfilled

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