Ever wondered what it’s really like to work with a financial coach? In our new series, The Journey of Working with a Financial Coach, we’re giving you an up close and personal look at our #MyMoneyTalk Contest Winners experience working with a financial expert for the very first time.
Meet James Astle, an entrepreneur looking to take his business to the next level as well as level up his money management skills. In part one, James shares his top three money goals and what he hopes to achieve from this entire journey. Then, Brittney breaks down exactly how each working session will go all while making the process as easy and enjoyable as possible.
This is part one of a four-part series documenting what it’s really like to work with a financial planner and setting yourself up for a successful future. From getting comfortable with their relationship to money to building the right systems and habits to stay on track, our Certified Financial Planner Brittney Castro, is helping these people build a clear and adjustable road map so they feel confident in their personal finance journey.