About Dr. Constance Craig-Mason, MRFC®
Financial Expert, Broker, Speaker
Dr. Constance Craig-Mason, MRFC® is the CEO and Visionary of Concierge Financial Group & Concierge Financial Group Agency. She is also a dedicated Financial Wellness Coach, award-winning Insurance Broker, passionate International Speaker, x7 Amazon Best Selling Author and former Small Business Consultant. She has been helping individuals, families and businesses for over 12 years. She encourages her clients to break through the obstacles that seem to be holding them back. And she empowers them to correctly manage their money, so they can live the life they want without worrying about money!
As a Financial Wellness Coach, Constance works with her clients to develop realistic strategies that reflect their current needs and future goals. She follows up to make sure that they are making positive strides and re-assesses, if things have changed.
Let Constance help you learn and develop better ways to handle the financial issues that are standing in the way of your goals. Get in touch today or go ahead and book your My Money "Power Hour" session with Constance!
Need help to achieve your financial goals in life? We’ve created a “village model” of ethical, financial professionals to provide an array of financial services giving you the tools for success. In addition to 1-on-1 consultations, group sessions, financial concierge service, an exclusive & private Facebook community, we regularly host workshops and seminars for those, who are willing to take their financial well-being to a higher level.
Our financial wellness coaching program is offered as a 4 month subscription plan. Using information from our client’s financial lives, goals, social styles and personal preferences, we gain insight as to what money means to them. Marrying positive beliefs, emotions, & daily money habits with financial literacy enables our clients to live the lives they want stress free!
Financial Wellness Coaching Program
The My Money "ROOT CAMP" financial wellness coaching program offers a full Financial Analysis that includes a spending plan, short & long term savings, credit restoration, debt elimination, insurance protection & retirement supplement strategies.
Your Financial Wellness Coach works with you 1:1 to develop realistic strategies & tools that reflect your current needs and future goals.
Our coaching program is offered as a 4 month subscription plan.
Insurance Review Session
It is highly recommended that you review your insurance policies on an annual or as needed basis. As your life shifts, so does your insurance needs. During the review session, you’ll learn how insurance works, review and discuss your existing coverage to ensure proper protection.
Don't get blindsided by being uninsured or under-insured. Oftentimes, clients are able to save money in premiums or beef up their coverage for less!
Concierge Financial Group Agency is contracted with a host of
A-rated, well-known insurance carriers to offer you coverage for:
Life, Health, Supplemental, Vision, Dental, Auto, Home,
Umbrella, Personal Articles and even Business.
Connecting You To Financial Freedom
You’ve heard the phrase, “It takes a village to raise a child”, right. Here at Concierge Financial Group, we believe in the “Village” mentality. Upon assessing your personal and/or business needs, there will be times when you will need the expertise of other financial professionals to help you optimize your goals. Those may include CPAs, CFPs, Bankers, Attorneys, Real Estate Agents, Mortgage Loan Officers, Credit Counselors or even Business Consultants.
As your Financial Concierge, we will gladly connect you to ethical, experienced, passionate professionals, who will help you reach your goals and secure your financial independence.
Ayla Harris, Mortgage Loan Originator at Fairway Independent
Ayla is excited by her career as a Mortgage Loan Officer. Her mortgage workshops are centered on informing first-timers, veterans, investors, and retirees on their financing options. She’s a member-at-large within the Greater Baltimore Board of Realtors.
Brandon Croxton, CFP Lombard Securities
Brandon is a Financial Planner for Lombard Securities. He joined Lombard in 2017. He specializes in Retirement Planning, College Planning, Wealth Building Strategies, and Portfolio Management. He has over 10 years of financial planning experience and over 15 years of financial services experience.
Nayo Carter-Gray, Owner 1st Step Accounting
Nayo has garnered over 15 years of tax and accounting experience both in the public and private sector. She is a registered IRS tax preparer, a member of the American Institute of Certified Public Accountants, the National Association of Professional Women and a host of other organizations. With a virtual paperless accounting practice, she gets to explore cloud-based solutions that make running a small business possible from anywhere you can connect to the internet.
Law Office of Marlene A. Johnson, P.C.
In 2000, Attorney Johnson established the Law Office of Marlene A. Johnson, P.C. Since its establishment, she has served individual and corporate clients across in the country in a variety of legal and business matters. She is licensed to practice in the State of Maryland and 4th Circuit of the United States District Court. Attorney Johnson is known by her peers as a dedicated advocate, a caring mentor and an innovative business woman. Her expertise includes Bankruptcy, Probate, Wills, Trusts, Guardianship, Family Law, Personal Injury, Social Security/ Disability, Mediation, Real Estate and Small Business.
JoJo & Associates of Next Step Realty
JoJo Olaseha emerges with passion and professionalism, working diligently to serve and invest in the communities within Baltimore City and the entire state of Maryland. By catering to her clients’ specific needs and preferences, she works aggressively to ensure seamless transition into homeownership for every client, with every transaction, every time. Whatever your real estate goals may require, you can be confident that JoJo will navigate you through the process, standing with and for you, every step of the way.
Vashti Conway, Financial Center Manager at Bank of America
As a Financial Center Manager for Bank of America, Vashti has become a financial expert and has won over 5 awards for outstanding performance; including market all-star in which she out-performed the expectations set before her by the company. She helps her clients, who include children, adults and families build financial stability and have a well-being beyond just money. This position has enticed many business owners to have a trustworthy professional on their side with their banking needs.
Robin R. Haynes, Business Advisor at Goldman Sachs
Robin is a Business Advisor for Goldman Sachs 10,000 Small Businesses Baltimore. She is a seasoned professional in the financial industry with more than 20 years of experience. Robin is committed to helping her community and region grow through financial education and practices. She teaches in a way that can be understood and implemented by everyone. Passionate about helping others succeed financially, Robin regularly delivers financial literacy to individuals, entrepreneurs and business owners. Workshops, lectures, radio and television appearances, podcasts and panel participation create the opportunity for Robin to teach the basics of finances and entrepreneurship making sure there is a thorough understanding of the financial habits necessary for success.
Jim Peterson, VP Small Business Ambassador at M&T Bank
Jim serves as the Small Business Ambassador for M&T Bank on the Minority and Women Owned Business (MWOB) team, focused on developing programs around business engagement, education, mentorship and advocacy for a traditionally underserved segment. I work with government and community led partners to deliver resources and coordinate events that will provide growth through networks and connections. Jim knows firsthand how small businesses often lack access to the tools and resources that support growth and sustainability.
“I have had the opportunity to work with Constance on the seminars she has given. She brings so much energy and positivity to these events. She is less about trying to give a pitch and more about trying to help people improves their financial situations. She is very professional but also very personable. It has been a pleasure working with her!!”
Want to hear more about how we can partner with you to make sure that you don't drop the ball financially?
Contact us today or schedule a session.