Everything you need to introduce Sam.

Shakira "Sam" Moran is a Certified Financial Education Instructor, life-insurance agent, and Amazon-bestselling author. Through SM Planning LLC, she delivers plain-English coaching and workshops to schools, congregations, and workplaces across New York — helping families turn income into independence.

Shakira "Sam" Moran is the founder of SM Planning LLC and the author of the Amazon-bestselling 4-Step Guide to Building Your Financial Foundation. A Certified Financial Education Instructor and appointed life-insurance agent, she brings 17+ years of operations and HR leadership to her financial coaching — pairing organizational strategy with genuine human empathy. Sam's signature is delivery: no shame, no judgment, no jargon, just raw and practical information that meets people exactly where they are. Her workshops, delivered in schools, churches, and community spaces across New York, have reached hundreds and helped families turn income into independence. Guided by faith, family, and fairness, she believes money is more than math — it's mindset, discipline, and peace.

Shakira "Sam" Moran is the founder of SM Planning LLC, a Certified Financial Education Instructor (CFEI), an appointed life-insurance agent, and the author of the Amazon-bestselling 4-Step Guide to Building Your Financial Foundation. A graduate of Fordham University and John Jay College of Criminal Justice, she spent 17+ years as a Director of Operations and HR Manager — leading high-performing teams, refining systems, and developing people to reach their full potential. That rare mix of organizational strategy, human empathy, and financial insight now powers her coaching practice.

Sam founded SM Planning LLC to close the wealth gap one family at a time. Her signature is her delivery: no shame, no judgment, and no jargon — just raw, practical information delivered in a way that meets people exactly where they are, and makes learning about money genuinely enjoyable. She coaches individuals and entrepreneurs on budgeting, credit, saving, retirement, and protection, and designs custom financial-literacy workshops for schools, churches, employee resource groups, and community organizations across New York.

To date she has reached 250+ people through one-on-one coaching, parent classes, student sessions, and live presentations. Guided by faith, family, and fairness, Sam believes money is more than math — it's mindset, discipline, and peace. She lives and works in New York.

A keynote on why financial education has to start at the kitchen table, not the boardroom. Sam blends personal story, plain-language tools, and a call to action — ideal for graduations, employee kickoffs, and community summits. (Keynote · 45 min · audiences 50–500+)

The framework from Sam's bestselling book, delivered live: budget, save, credit, and protect — with worksheets and open Q&A. Best for schools, employee resource groups, and church groups. (Workshop · 60–90 min · audiences 20–200)

For congregations and faith-based community spaces. Practical money tools wrapped in a values-rooted framework, delivered with warmth and zero judgment. (Talk + Q&A · 60 min · audiences 30–500+)

A teen-tailored intro to budgeting, credit, and earning — built for high-school assemblies and youth programs. Energetic, relatable, and refreshingly real. (Assembly · 45–60 min · audiences 50–600)

Term, whole, indexed, disability — what each one is, who it's for, and how to read a policy. Perfect for employee benefits seasons and financial-wellness weeks. (Lunch & learn · 45 min · audiences 20–150)