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.
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Sticking to Your Financial Plan (Even When Life Happens)
Published about 1 month ago • 2 min read
Dear Reader, One of my favorite things about talking dinero with gente is crunching the numbers to create a plan that aligns with their financial goals. Whether a client wants to pay off debt faster or set themselves up to retire early, I love gathering their unique numbers, understanding their money management preferences, and helping them send their dinero where it needs to go to build financial security. But there’s a huge difference between having a financial plan and actually following...
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