Thank you for reading my very sporadic posts! Sporadic because… I am not a robot and don’t post things to a blog monthly and automatically because I’m “supposed to” and it’s better for my SEO. I only write articles when I receive inspiration to do so… which happened this morning!
And also because I have this super cute picture of my newest client Ralphie digging in to YouNeedaBudget.
Want Some Free 2020 Money Inspiration?
Do you want to be better with your finances but don’t know where to start? You can start with my tips, inspiration, and guidance that I do post regularly (thanks to my lovely and talented social media guru Melissa) on Instagram, Twitter, Facebook, and LinkedIn.
It’s a free way to be inspired and learn some new things. I would be forever grateful if you’d join me and I’ve made it so easy — just click on your social media link of choice (and Melissa thanks you also! Follow her too because she does amazing things with flowers and she recently redesigned my beautiful logo):
I wanted to thank each and every one of you for reading these emails/blog posts, being on my mailing list, being an amazing colleague and friend, being an amazing client, and/or considering being my client. I feel incredibly blessed and fortunate to do the work that I do with you, and share what I know online with those who may not yet be my client.
I am so passionate about personal finance, and I love love love helping people be better with money. There is nothing I love more than watching my clients grow and become more empowered, more peaceful, and knowing freedom because they committed to change! Truly, it makes me so happy and proud of those who have taken the difficult and oftentimes courageous steps to face their financial woes and completely change the trajectory of their lives.
I couldn’t share my passion and gift without you, so THANK YOU!
What is a Fiduciary and Am I One?
I’ve been getting this question more and more lately and I’m so happy about it — it means that people are becoming educated about getting the best financial advice for themselves — as opposed to being sold products under the guise of financial advice.
Merriam Webster defines a fiduciary as: someone who is acts in the best interest of others. In other words, putting the client’s interests first and foremost.
Am I a fiduciary? Yes, I would call myself a bleeding-heart fiduciary. I think I want what’s best for my clients even more than my clients sometimes! A good sign to know that you’re dealing with someone who is a fiduciary is when you understand exactly how that person is getting paid. If someone is trying to sell you a product, don’t be afraid to ask them how they get paid. If they hem and haw and/or it’s not clear, that’s a red flag.
Thanks for reading and as always, please don’t be a stranger if you need help. Hope to see you soon and/or see you online!