George Acheampong is one of North Carolina’s top Financial Planners. He is the Co-Founder of Capitalwize. He is also a great human being and someone I instantly became a fan of since I was on his podcast The UNCENT$SORED Show. His mission is: “To increase his clients quality of life, keep families together, break generational curses and to build lasting legacies of significance, purpose and worth.” A life-changing health event sparked the desire to create a planning process that was truly coordinated in a way that put clients in the best possible situation.
He has received numerous endorsements for his expertise in financial services and has been a go-to expert on various media outlets. George was also recently named one of Charlotte’s Black Chamber of Commerce, Top 30 under 30.
Aside from his role as Managing Partner, George participates in a number of community and philanthropic events in the Charlotte area as well as speaking engagements about financial empowerment and personal development. The cornerstone of George’s platform and a philosophy he also lives by is “It’s not about what you would do if you could; it’s what you can do with what you have.” He enjoys being physically active, spending time with family and friends and traveling with his wife, Majesty.
I caught up with George recently to ask him how he is currently crushing his money goals:
What is one way you continue to cultivate your mindset around money?
By continually learning new easy ways to make my money work for me. I never settle on what I currently know about money, I always challenge my current knowledge, and seek to learn and apply more.
What is one life goal you are working on (not money related)?
To become a really good golfer and run a half marathon.
What is one tip you have for being more efficient with time, money, or energy?
I try to put systems in place to do anything that does not have to be done by me so I can spend most of my time doing things that can ONLY be done by me: spending time with loved ones, having fun, dreaming, and working on my vision. You can't delegate those things, but mostly everything else can be done by another person or system.
What is something you love and are not ashamed to spend money on?
High quality and nutritious food. I only get one body I shouldn't short change how I fuel it.
What is your favorite way to make money?
It's a toss-up between investing in the stock market and digital info products.
You'll receive my exclusive collection of top ten money tips and be subscribed for more useful content and resources. No spamming, all value. xo, Bernadette Joy