What would it look like to intentionally grow your Financial A-Team like you have grown your professional network? There are five types of people I believe should be on your Financial A-Team. We’ll walk through the types of people, how to find them, the questions to ask, and the red flags that should send you running.
You’ll leave with a worksheet to help you identify your current Financial Team and how to add, edit, and remove people to get your Financial A-Team because your Big Financial Team deserves the best for you.
As a mentor and advocate, The Pledgettes Founder Jenn Uhen heard from many women that they will start investing “someday,” or that growing up they were taught to save their money. They weren’t taught the benefit of “investing in themselves” or investing on their own. Jenn also saw that women who were confident and clear with their financial goals had these “right-time, right-place conversations.” Jenn had a number of those conversations and saw the impact it made her in life.
Combine these conversations with binge-watching The Handmaid’s Tale, researching the gender income and (more important) wealth gaps, and some infuriating realizations and personal experiences, Jenn knew she had to do something. Jenn built The Pledgettes to democratize access to financial literacy, build a supportive space for women to evolve their relationship with money, and create connections so no woman is going after her personal financial goals alone.
Jenn and her husband have clear financial goals, which include a diverse portfolio of investment property, retirement accounts, and businesses. All while living a minimalist (but comfortable) lifestyle, including traveling the country in an RV.