Be Financial is a Financial Services Marketing company established in 2016 in Georgia. We are a Female and Veteran owned and operated company with Tashawna Chisholm serving as CEO and Marine Veteran Travis Cole serving as CFO. The mission of Be Financial L.L.C. is to empower families across the United States to utilize an educational process that eliminates financial concerns.
Be Financial is committed to the goals of the individual families that we support to tailor a “Elemental Solution” to their most important financial needs.
That Elemental Solution is comprised of three pillars of stability. The first pillar focuses on the protection of your family’s lifestyle in the event of a premature death. The second pillar focuses on preparedness for retirement. In addition, the final pillar focuses on responsible debt management. At Be Financial, our focus is to establish lifelong relationships as trusted advisors for the financial journey of families who are ready to build lasting legacies.
We endeavor to position Be Financial as the platform that families can gain access to prudent financial information, products, and services that support their financial goals.
Tashawna Chisholm, CEO & Senior Financial Strategist
Mrs. Tashawna Nicole Chisholm is an award winning distinguished graduate of North Carolina State University where she received her BS in Brand Management and Marketing. She continued her education to receive her MFA in Fashion Merchandising and Business.
Her passion for education and exposure to an entrepreneurial lifestyle ignited an unparalleled dedication to making a profound impact in the financial community. She launched her first business in Southern Pines, NC specializing in small business and branding development. This landed Tashawna on several platforms including, Women’s Empowerment Podcasts, The Huffington Post among other recognizable media and speaking outlets.
“I could not imagine foregoing the opportunity to not only create generational wealth for my family, but educate other families on how to do the same” Tashawna often shares.
Her initial passion for business has led to ongoing partnerships with business owners and individuals who have entrusted their brand and financial strategies to Tashawna’s expertise. Her expanding knowledge and positioning as a financial strategist has led to the opportunity to partner with a boutique financial services organization, providing a national footprint to showcase her venerable talents.
She currently maintains resident Life Insurance licenses in the state of North Carolina with non-resident licenses in Maryland, Florida and Georgia. Tashawna is also currently a mortgage originator for the states of Georgia and soon Maryland.
With all her educational and professional successes, Tashawna never neglects her important role as a devoted wife and partner to her husband Brian, also an aspiring entrepreneur. Also, we mustn’t forget her lovely daughter Brianna who already wants to follow mommy’s blueprint of successful entrepreneurship.
Travis Cole, CFO & Senior Financial Strategist
With more than 15 years of experience spent as a sales professional with fortune 500 companies, Travis Cole founder and CFO of Be Financial LLC has become a highly sought after financial strategist.
He has worked with companies including Coca Cola Refreshments, Lenovo and AT&T. His passion for sharing financial information and strategies was developed while working with Matrix Capital Resources, a Metro Atlanta based financial services firm.
Travis’ knowledge in the mortgage, insurance and retirement industries was cultivated through the mentorship and guidance of the firm’s owner.
“Witnessing the national economic crisis of 2008 struck a deep chord for me. I knew that I could and needed to empower families to become duly informed and properly protected with sound financial plans.” Travis says concerning one of the most pivotal points in his career which planted the seeds to develop Be Financial.
Travis is no stranger to having an impeccable work ethic and continuing education. He entered the US Marine Corps, forgoing college after graduating High School where he received training to become a computer technician. He later studied Information Systems and Technology at ECPI Technical College equipping himself in the midst of a changing economy.
He currently maintains resident Life Insurance license in the state of North Carolina with non-resident licenses in Maryland, Virginia and Washington DC.
When he is not developing life changing financial strategies for families, you can find Travis in a quiet place meditating, reading and planning his future endeavors. He has also found ways to give back most recently assisting with the US Marine Corps 2015 Toys 4 Tots campaign serving the greater Baltimore MD area and with the 2016 Maryland State Special Olympics games held at Towson University.