In The Journey of Working with a Financial Coach, see what it’s really like to work with a financial expert and get clear with where you want to be on your financial journey.
In session 2, recent college grad Ashara Wilson meets with Financial Coach Brittney Castro to review what her current money situation is. As a starting point it’s important to know what money is coming in, what’s going out, and where it’s actually going. From here, Brittney will create a budget and financial road map that fits to Ashara’s needs and will get her to where she wants to be.
This is part two 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.
Catch up with part 1 here
In The Journey of Working with a Financial Coach, see what it’s really like to work ...