Jan 24 2024 19 mins
QUESTION: How do you learn? Although manuals and instructions are great, what really makes you grasp a concept is experiencing it.
Whether you love the details or fly by the seat of your pants, financial planning can incorporate all spectrums of personality types, as long as your goals are aligned.
In this episode, I share some of my personal and client experiences to help you understand how different personalities influence financial planning and decision-making. And how it can be a part of your personal financial plan.
Finally, I discuss the importance of creating goals, PLUS, I offer a few added tips on what to incorporate to make them realistic and attainable.
Click play now – just by listening, you’re one step further on your journey toward financial freedom!
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