Blog
Meet Emily’s Financial A-Team for her Real Estate Investing Goals
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.
What’s a Financial Therapist? A good addition to your Financial A-Team!
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 Financial A-Team will guide and support you as CEO of your Money
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.
Financial A-Team Q&A: Estate Planning Attorney Pamela Maass Garrett
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.
Financial A-Team Q&A: What’s an Online Financial Manager? Should You Have One on Your Financial A-Team?
Amy Bradbury is the CEO and Founder of Empowered Profit, a financial for-profit business geared towards women and helping them create their own businesses with the assistance of accountants. Amy will be answering questions about her Financial A-Team and Big Financial Goals.
Financial A-Team Q&A: Wendy Hanophy, Life Transitions, Residential Organizer, and Feng Shui Consultant
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).
Financial A-Team Q&A: Sales Mastermind Jaime Rowe from Impact to Income
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!
Learn to Manage Your Money Daily Like CFO, Jenny Yaeger
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.
Financial A-Team: Financial Advisors like Kristin Thompson CFP® focus on guiding women in their financial journey, helping them learn how to protect, save and invest in their futures.
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.
Melissa Mittelstaedt on adding an Accredited Financial Counselor to Your Financial A-Team
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.
Bear and the Bull – Why You Can Never Break Up with Money with Jenn Uhen
Thanks to Bear and the Bull for having me on their podcast last month to talk about my biggest money mistakes, why it’s important to empower women to be more engaged with their finances and how you can be more intentional with your spending.
5 Money Questions with McCall Fen, Chief Recruiting Officer, Northwestern Mutual Downtown Denver
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.
5 Types of People You Need on Your Financial A-Team
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!