What is it like to work with a financial coach? In 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. 

Entrepreneur James Astle meets with Financial Coach Brittney Castro for their second session to review his current money situation. They look at his monthly business profits & losses, discuss ways he can increase his business’ revenue, and the importance of keeping his business and personal expenses separate. With all of this information, Brittney is going to create a clear roadmap for James to help him reach his financial goals.

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: