This is for anxiously ambitious first-gen wealth builders that want to create financial security while nurturing their wellness. We send multiple emails a week about how to stay inside the wealth building cycle through D.I.V.E.R.S.E. self-care.
She didn’t know what she was saving for.
Dear Reader, One of my clients was making good money, saving when she could...but repeatedly second-guessing herself. “I should be saving $5K in 90 days,” she said.But for what? No clear answer. Just pressure. She had the income.She had the goals (kind of).What she didn’t have was clarity. Together, we built her clarity. ➡️ A move-out fund for freedom to live in the city ➡️ A paid-time-off fund for to be able to cover months where her caseload was low ➡️ A “loved one emergency fund” so she...
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