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.

A big thank you to Annie Kiser and Chandler te Velde for having me on The Naked Call podcast to talk about financial advise!

We talked about financial planning, fear and emotions related to money, investing, and so much more related to finances.

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).

This week we had a Financial Friends chat about the current and near term economy and market. We talked about talk on Recession, Bear Market, and mostly…fear. Here are some takeaways:

In our Values-Aligned Financial Goals workshop, Melissa Mittelstaedt led The Pledgettes in mindful session full of exercises to determine our values for the ultimate goal of using them to guide our financial goals.

At The Pledgettes, our values define our approach to personal finance. As Melissa put it so beautiful in our workshop, “Values are what keeps us in alignment with our soul.”

1. Start a money conversation.

Money conversations are like peeling back the layers of an onion. Start slowly on experience questions before diving deep into numbers questions. Celebrate success, share experiences, and ask questions. When we normalize money conversations we can learn from each other, hear unique ideas/perspectives, and confidently make money moves.

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.

My business bank account had dwindled down to a few hundred dollars, and it was time to close it and move forward.

It was a difficult decision to make, but I closed Manifest Ink, my communications, marketing, and strategy business of over 10 years in March 2021. Closing my solopreneur venture felt like a break-up with myself and my identity as an entrepreneur.

I love to live my life where the Woo hits the road. Where the ethereal planning in my brain manifests into physical action that moves my life forward.

And to my utter delight – last week’s kickoff of the Pledgettes Accountability League (PAL) did JUST that.

Last month, our very own Jenn Uhen was profiled in the “In Your Shoes” interview series with Navi.it, a money mindfulness company that helps people practice daily financial well-being.

This conversation is a fun read whether you know Jenn well or are just getting started with The Pledgettes!