Find out what it’s like to work with a financial expert to help you reach your money goals! 

Recent college graduate Ashara Wilson meets with Financial Coach Brittney Castro for their third session to review her financial roadmap and understand what steps to take to reach her money goals. Brittney gives Ashara four action items starting with budgeting using an app, opening a high-yield savings account to fund her emergency savings, start payments on her student loans, and to build her 401k if her employer offers one. Now, Ashara has the plan and we’ll see how she does!

This is part three 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.