Recent college graduate Ashara Wilson meets with Certified Financial Planner Brittney Castro for their final financial coaching session.
In their fourth session, Ashara shares exciting news about getting her first job, the interview process, and accomplishing two action items from their last session. Ashara opened up a high-yield savings account to start building her emergency fund, and got a budgeting app to start tracking her expenses. By tracking her spending habits, Ashara learned she loves buying coffee, and is reevaluating how to align her priorities with spending money.
Using her new salary, Ashara is able to adjust the monthly budget Brittney created to work towards her money goals such as paying off her student loans, and saving for retirement by taking advantage of her 401k employer match. Working with a financial coach, Ashara is confident taking on her financial journey equipped with the financial roadmap they created.
Recent college graduate Ashara Wilson meets with Certified Financial Planner Brittne...