About

Candid Finance Chick

WHO IS ALEXIS BOHANNON.

Candid Finance Chick – Your Reliable Financial Planner

Let me introduce myself, my name is Alexis Bohannon and I’m the Candid Finance Chick, a reliable financial planning advisor & consultant. Here I teach you everything about finance, from paying off debt to estate planning, insurance planning, risk management, investment planning & more. I help you to create comprehensive financial plans that guide you on your journey to living the life you desire while educating you on all things money.

Been there… done that… When it comes to mistakes with your finances, I have made all kinds of bad decisions. I’ve been in debt, had no savings, blown windfalls, had no money at all, and kept spending, 6 figure student loan debt, and bought a car I couldn’t afford. You name it, I’ve done it. But I also learned a lesson with each mistake.

Even though I have made these mistakes, I still came back from it. During my financial highs and lows, I have managed to save over 6 figures for my retirement and purchase 2 homes despite my financial blunders.

If I can recover financially and clean up my mess, so can you, and I will show you how.

Join my mailing list, where I talk about all things finances or book a Discovery session with me so we can get started on a plan for you.

I worked with Alexis to improve the financial health once I became an entrepreneur. We worked together to create a system for monitoring my finances and created an action plan for my future goals.
Sherry S.

If any of these sound like you, then it’s time for us to work together:

  • You have the basics down, but you want to do more with your money.
  • You are all over the place and don’t know how to organize your finances
  • You have goals but don’t know where to start.
01.

Financial Statement Analysis and Goal Setting

02.

Insurance and Risk Management

03.

Investment Planning

04.

Income Tax Planning

05.

Retirement Planning

06.

Estate Planning

07.

Education Planning

Let’s Talk!

If You Are Ready To Get Candid About Your Finances…