Meet your teacher
Felicia has spent 8 years making taxes make sense to teenagers — now she's doing it for their parents.
Welcome to The Financial Literacy Circle. I am an educator, tax preparer, and licensed life insurance agent dedicated to helping teachers, parents, and underserved families build lasting financial clarity.
Rooted in the classroom
For over eight years, I have taught personal finance to students, guiding them through the essentials of budgeting, saving, and preparing taxes. Spearheading the Volunteer Income Tax Assistance (VITA) program at our high school showed me firsthand how much our underserved communities need accessible financial education. I saw parents and educators struggling with complicated tax codes simply because no one had ever explained it clearly.
Speaking your language
Money conversations do not have to feel overwhelming or intimidating. I pride myself on breaking down complicated tax rules and financial strategies into everyday language without the confusing industry jargon. When we work together, you get a patient, supportive environment where you can ask questions freely and gain true confidence in your financial decisions.
Protecting what matters most
Taxes are just one piece of your family's financial picture. For clients who would like to take the next step beyond taxes, I also offer access to a complimentary Financial Needs Analysis. This educational conversation can help you better understand your financial goals, family responsibilities, existing protection, and potential gaps so you can make informed decisions about your next steps