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[VIRTUAL] Do The Right Thing Part 3: "Get Fit" with Chelsea Random-Cooper, CFP®
Presented by The BERG Collective
Sponsored by Betterment
At a certain point, managing your money on your own starts to feel… heavier. Your income is growing, your decisions are more complex, and you might even sense you’re leaving money on the table. Still, many of us hesitate to work with a financial planner because we assume we’re “not there yet.”
This session is about challenging that idea.
Join us for an honest, practical conversation with Chelsea Random-Cooper, CFP®, and Kristin Myers, focused on what it really means to get financially fit—right now, not someday later.
Chelsea is the co-founder of Zenith Wealth Partners, a fee-only wealth management firm she launched in 2020 after seeing how often women and people of color were navigating major financial decisions without the right guidance. Before starting her firm, Chelsea advised families with investment portfolios exceeding $2 million, giving her a front-row seat to how wealth is built—and how early planning changes everything.
Her philosophy is simple: financial planning isn’t reserved for the ultra-wealthy. It’s a tool to help you become wealthy, aligned, and intentional. Chelsea works primarily with Gen X and Millennial women who are building businesses, advancing their careers, and making big money moves—but her insights resonate across income levels and life stages.
Kristin brings a complementary perspective, grounding the conversation in real-world decision-making, career growth, and the mindset shifts that come with financial maturity. Together, they’ll break down how to think about money with clarity instead of stress, and confidence instead of confusion.
Expect a candid discussion on:
When it actually makes sense to work with a CFP
Common money myths that keep people stuck
How to stop leaving money on the table
Building habits that support long-term wealth, not just short-term wins
This conversation is open to all working professionals—whether you’re salaried, self-employed, building a business, or managing multiple income streams.
Event Details
Event Details (Zoom Only)
📅 Date: January, 21st 2026
🕕 Time: 7:00 PM – 8:00 PM EST
Moderator
Kristin Myers – Editor in Chief, ETF, Asset TV
Panelist
Chelsea Ransom-Cooper, CFP® – Co-founder & CFP, Zenith Wealth Partners