07 I Covering Current and Future Expenses w. Marie

When we first started working together, Marie would list out her bills in her planner and “x” out everything that had been paid with her most recent paycheck until she got to what was “left over”.  She viewed the money she had left as spending money until the next time she was paid. It probably sounds like Marie had a good handle on her money but this system wasn't working all that well for her. Because even though she was paying attention to her bills and had recently received a pay increase, she still didn't have enough money left over at the end of the day to spend on things she enjoyed and she had nothing in savings. After searching for a financial advisor, she found my site and realized that she didn’t need a financial advisor. She needed a coach who could help her figure out how she was spending money day to day. In this episode, Marie talks about how we started working together and how her experience permanently shifted the way she sees money. She shares her story of only having $0 in savings to having saved more than $800 in just four weeks of us working together. She discusses the results she’s seen including finally having an emergency savings and being able to ask herself if a purchase is really worth it or not. She shares how she’s developed confidence around money, how she’s been able to consistently keep $1500 in her checking account to go towards bills, and how she’s going to increase her savings goal in the upcoming months because she now knows how to achieve it. Marie has had some really incredible breakthroughs and I know you’ll find inspiration from the progress she’s made over the past year! Here are just a few things you’ll learn when you listen in: How Marie stumbled upon needing financial coaching services and the difference between a financial coach and a financial advisor. How she manages her money to cover her current and upcoming expenses Why Marie has found it to be easy to consistently set aside $250 a month in her emergency fund The strategies that have worked for Marie to overcome emotional spending and overspending. How getting her finances in order has helped her worry less and feel more secure about her money How budgeting has allowed her to take vacations without worrying about finances. How she’s continued to adjust her spending after working with me in the one-month intensive and owned her results. To learn more about how I work with clients or to book a call with me go to www.wealthovernow.com Show notes and a full transcript is also available at www.wealthovernow.com/category/money-files