About Us
Robertson and Associates Consulting LLC, specializes in providing money planning assistance tailored specifically for young professionals. We understand the unique financial challenges and opportunities that come with this stage of life, from managing student loans to planning for future milestones like buying a home or starting a family. Our mission is to empower you with the knowledge, mindset and tools needed to make sound financial decisions and achieve your goals.
Committed to Helping
Our Clients Succeed
Founder Dr. Evelyn Robertson, MBA, is an Organization Change professional with a distinct passion for aiding young professionals in mastering their financial destinies. With over 20 years of consulting experience, Dr. Robertson brings a wealth of knowledge and a broad business base, including extensive consulting expertise in organization change/change management, organizational development, sales, client management, business transformation leadership, and execution. She has successfully guided both private and public companies, as well as non-profit organizations, towards achieving their strategic goals.
Beyond her robust credentials in organizational change, Dr. Robertson is a distinguished subject matter expert in problem-solving and money planning. She is committed to empowering young professionals with the financial acumen they need to navigate money complexities in their careers. Her approach merges her seasoned experience with personalized strategies that address the unique fiscal challenges faced by young adults, such as managing expenses (i.e., debt, loans, monthly expenses) as well as budgeting for life's milestones, and laying the groundwork for long-term financial security.
Experience you need. Results you want.
Dr. Robertson’s proven track record of success, combined with her dedication to client-centric solutions, makes her an invaluable ally for young professionals seeking to build a solid financial foundation. She leverages her comprehensive understanding of both business transformation and simple money planning to deliver actionable insights and pragmatic advice that inspire confidence and financial stability for her clients.
Join us on this journey towards financial independence and success. With Robertson and Associates Consulting LLC, you are not just a client – you are a valued member of our community. Let's work together with a custom Money Plan Tool for YOU that reflects your aspirations and sets you on the path to achieving your dreams.
Our lives are mostly affected by the way we think things are, not the way they are.
We’ve all been imprinted with thoughts about money. It’s our money mental imprint. How you think about money, wealth, rich people. Your money imprint is ingrained in your subconscious mind. It will determine not only your financial life, but your entire life. Your money mindset is the root of your financial success, mediocrity or failure. From your parents, friends, teachers, or clergy;
Your thoughts = your actions.
Your actions = your results.
Success Story
Bridget "Biddy" Mason
Although she was kidnapped and enslaved, Bridget “Biddy” Mason eventually found fortune as one of America’s first female real estate tycoons. Following a youth spent in bondage in Mississippi, Mason was moved to Utah in 1847. Biddy was then moved to California, where she petitioned for and won her freedom in 1856.
Mason spent 10 years working as a midwife, saved her earnings and made sound investment decisions, and became one of the city’s first Black landowners after she bought a small piece of property for $250. An astute businesswoman, Mason later sold some of the land for a profit, and went on to build commercial properties in some of L.A.’s fastest-growing business districts.
In time, her shrewd land deals saw her amass a fortune of some $300,000 ($10 million in today’s dollars).
Success Story
John D. Rockefeller kept a ledger, which explains how he managed to save money even on a small salary. The little book contained his
receipts and expenditures when he first began to earn money.
Says Rockefeller, “I
was taught how to keep a ledger. The practice of keeping a little personal
ledger by young people just starting in business and earning money and requiring
to learn its value is, I think, a good one. I call it Ledger A, and now I place the greatest value upon it.”
John D. Rockefeller's net worth was equal to $340 billion in today's dollars after adjusting for inflation.
Ever wonder where all your money goes each month?
Do you often feel that you can’t catch a break financially?
Are you in debt, living paycheck to paycheck, no money to cover emergencies?
If so, implement The Money Plan for Young Professionals
Start Here
