Emily’s working on her Big Financial Goal of being a property owner and host of a short-term furnished rental (STR). Her goal timeline is 8 years. There’s lots of Financial Action to take in that time and some smaller goals to achieve too.

If you are a Pledgette or have been following along for any amount of time, you’ve surely heard about the importance of building your Financial A-Team. We even did a post on The Five Types of People You Need on Your Financial A-Team this past spring.

So now let’s meet a financial professional who may belong on Your Financial A-Team!

Your personal financial journey does not need to be a solo one! At The Pledgettes, we are not self-made men; we are community-made women. We celebrate all of those who have helped get to where we are today and are helping us reach our Big Financial Goals of the future.

We believe that there are 5 types of people that belong on your Financial A-Team, including specialists, connectors, mentors and mentees, financial friends, and diverse thinkers. By collaborating together, we are closer to achieving those Big Financial Goals that each one of us has.

Pamela Maass Garrett is a “Law Mother,” with her own law firm, who helps families protect their children and assets, while building their legacy and creating wealth. She answered a few questions about her Financial A-Team and what it’s like to be an Estate Planning Attorney.

Wendy Hanophy, Residential Organizer and Feng Shui Consultant, answers questions about her consulting business and Big Financial Goals. She also talks about her passion for helping clients transition during big life events (good and bad).

Jaime Rowe, Sales Mastermind and creator of the Close With Confidence Method answers some questions about her business and how she helps clients with their Big Financial Goals!

Jenny Yaeger, President of ClariFi Business Solutions answers some questions about her role as a Fractional CFO and how she helps her clients achieve their financial goals.

Your personal financial journey does not need to be a solo one!

We are not self-made men, we are community-made women; let’s celebrate those who help by being our Financial A-Team. Meet Kristin Thompson, a Financial Advisor, who can help your long-range financial goals, like retirement.

As part of our “Financial A-Team” blog series, we talked to Melissa Mittelstaedt – an Accredited Financial Counselor® (AFC) Candidate – about her work and advice on adding an AFC to anyone’s Financial A-Team.

I was lucky to connect with McCall Fen last year. We had a great conversation about the important qualities of a Financial Advisor (they might not be what you think) and what she sees as the future of the financial service industries.

You don’t need to go on your personal financial journey alone. What if you built out your Financial A-Team with the same intentionality as you have with your professional networks. Here are five types of people you should have on your Financial A-Team to help you go further and have more fun!