See what it’s like to work with a financial coach to help you reach your money goals!
Business owner James Astle meets with Financial Coach Brittney Castro for their third session to review his financial roadmap. Brittney gives James four action items starting with continuing to budget and do his money check-ins, to increase his business revenue, open up a high-yield savings account for his cash cushion, look into a retirement plan for he and his wife, and research life and disability insurance. James was so inspired from session two that he already started working on additional income opportunities and reviewing his spending. Now he just has to keep up the good work and we have no doubt he will set himself up for success!
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.
See what it’s like to work with a financial coach to help you reach your money goals...