02 I A New Way to Invest with Katie

Today, I want to invite you to the second episode of my Money Files Series with my client Katie. Katie found me after she realized she needed help saving more and spending less and it led her to a Google Search for a financial advisor. She no longer wanted to be stressed out about how she was going to pay her bills and keep up with everything. Katie especially wanted to work on her habit of using her credit card to fund purchases between paychecks because she’d run out of money before the next payday. I invite you to tune into our conversation to find out what happened next. Here are just a few things you’ll learn when you tune in. How Katie has gone from having $10 in her bank account between paydays to paying her bills in advance The mindset shifts she’s made to release the overwhelm, shame and guilt she felt around her finances The progress she’s made in improving her relationship with money so she can now indulge in the things she cares about most How she’s refocused her priorities to focus on the things she wants to invest in the most How gaining control of her finances has helped strengthen her relationship with her partner How the changes she’s made have impacted other areas of her life such as less stress and the ability to focus on other things because she isn’t stressed about her finances Her goals and how they’ve shifted while working with me Katie’s experience of learning to identify her spending triggers and how it helped her stop overspending How she’s learned to check-in with her accounts and have money dates with herself Katie’s advice for those who might be skeptical about financial coaching and whether this is the solution they really need You do not want to miss this conversation.  This episode is for you if you’re skeptical about whether financial coaching will help you pay off your debt, save money, and allow you to stress less about money. And if you’ve been on the fence about whether financial coaching is right for you, let Katie’s story be an example that your life - and your finances - can change in the next month, six months, and beyond. Let’s schedule a call so you can rewrite your money story and reach your financial goals. For show notes and a full transcript visit www.wealthovernow.com/category/money-files