| Capabilities Statement Link |
-
|
| Phone Number |
518-334-6235
|
| Fax Number |
-
|
| E-mail Address |
nishaear@gmail.com
|
| WWW Page |
-
|
| E-Commerce Website |
https://shesthebudgetguru.com/
|
| Contact Person |
NISHAEA RICHARDSON
|
| County Code (3 digit) |
001
|
| Congressional District |
20
|
| Metropolitan Statistical Area |
0160
|
| CAGE Code |
9RRS0
|
| Year Established |
2022
|
| Accepts Government Credit Card |
Yes
|
| Legal Structure |
Sole Proprietorship
|
| Ownership and Self-Certifications |
Black American, Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
|
| Business Development Servicing Office |
SYRACUSE DISTRICT OFFICE (SBA office code 0248)
|
| Capabilities Narrative |
Wealth Phenom, LLC d/b/a, She’s the Budget Guru is a woman-minority owned service provider offering financial coaching and consulting services, administrative support, and
training & development. Our services encompass personal & small business money management, cultivating a healthy money mindset, enhancing financial literacy, debt payoff strategies, short-term & long-term savings planning, preparing for homeownership, goal setting, and financial wellness. We are dedicated to reducing the racial wealth gap and empowering our clients to build a healthier relationship with money.
In addition to our financial services, we offer a range of services including customer service,
proficient data entry, critical thinking solutions, process optimization, office administration
and training programs tailored to meet specific organizational objectives and enhance overall performance.
|
| Special Equipment/Materials |
(none given)
|
| Business Type Percentages |
Service (100 %)
|
| Keywords |
Mentoring/Life Skills Services, Financial Coaching, Financial Counseling, Financial Education, Financial Literacy, Credit and Budget Counseling, Employee Financial Literacy Workshops Empowerment, Facilitator Economic Development Workshops, Financial Education Personal Finance Consulting, Course Development, Public Speaking, Training & Development, Leadership Development, Customer Service, Administrative Support
|
| Quality Assurance Standards |
(none given)
|
| Electronic Data Interchange capable |
-
|
Current Principals
| Name |
Nishaea Richardson |
| Role |
Owner/CEO |
|
SBA Federal Certifications
| HUBZone Certified |
No |
| Women Owned Certified |
Yes |
| Women Owned Pending |
No |
| Economically Disadvantaged Women Owned Certified |
Yes |
| Economically Disadvantaged Women Owned Pending |
No |
| Veteran-Owned Small Business Certified |
No |
| Veteran-Owned Small Business Joint Venture |
No |
| Service-Disabled Veteran-Owned Small Business Certified |
No |
| Service-Disabled Veteran-Owned Small Business Joint Venture |
No |
Bonding Levels
| Description |
Construction Bonding Level (per contract) |
| Level |
$0 |
|
| Description |
Construction Bonding Level (aggregate) |
| Level |
$0 |
|
| Description |
Service Bonding Level (per contract) |
| Level |
$0 |
|
| Description |
Service Bonding Level (aggregate) |
| Level |
$0 |
|
NAICS Codes with Size Determinations by NAICS
| Primary |
Yes |
| Code |
541611 |
| NAICS Code's Description |
Administrative Management and General Management Consulting Services |
| Buy Green |
Yes |
|
| Code |
541612 |
| NAICS Code's Description |
Human Resources Consulting Services |
| Buy Green |
Yes |
|
| Code |
541990 |
| NAICS Code's Description |
All Other Professional, Scientific and Technical Services |
| Buy Green |
Yes |
|
| Code |
561110 |
| NAICS Code's Description |
Office Administrative Services |
| Buy Green |
Yes |
|
| Code |
611430 |
| NAICS Code's Description |
Professional and Management Development Training |
| Buy Green |
Yes |
|
| Code |
611710 |
| NAICS Code's Description |
Educational Support Services |
| Buy Green |
Yes |
|
| Code |
812990 |
| NAICS Code's Description |
All Other Personal Services |
| Buy Green |
Yes |
|
Export Profile (Trade Mission Online)
| Exporter |
No |
| Export Business Activities |
(none given) |
| Exporting to |
(none given) |
| Desired Export Business Relationships |
(none given) |
| Description of Export Objective(s) |
(none given) |
Performance History (References)
| Name |
Affordable Housing Partnership Money Strategies |
| Contract |
Yes |
| Start |
2023-01-01 |
| Value |
$7500 |
| Contact |
Susan Cotner |
| Phone |
518-275-4805 |
|
| Name |
Community Loan Fund |
| Contract |
Yes |
| Start |
2024-04-01 |
| Value |
$5600 |
| Contact |
Destiny Watkins |
| Phone |
518-436-8586 |
|
|
