23 I From Financial Avoidance to Participation with Courteney

I’m too old to not know what I’m doing. Maybe you can relate and it’s why I’m excited to introduce you to my client Courteney. In the past Courteney tried workbooks, reading financial books, and even worked with a financial advisor but nothing worked. She reached out because she wanted to explore a more hands-on approach and some personal shifts made it the perfect time. In our conversation, she jokes that our consult was like a lowkey therapy session.  But as a financial coach, I’d say this is when Courteney experienced her first transformation.  If you ask Courteney (which I did!) why she decided to work with me in my five-month partnership she’ll tell you “Keina said I had to!” But what Courteney didn’t realize at the time is I could see the possibilities she would gain from working with me.  Now, it’s safe to say she sees it too because she’s increased her income by $2,100 a month, built true savings, and has a concrete plan to help her make intentional financial decisions. Tune in to this conversation to learn: How coaching has improved Courteney’s mental health and help her get rid of her low-level anxiety How financial coaching was different than reading another book, buying an app, or working with a financial advisor The shifts Courteney experienced that have helped her gain financial confidence Courteney’s decision-making process when she experiences an unexpected expense How Courteney increased her annual salary by $26,000 since working with me If you feel like you could be doing more with your finances this is the perfect conversation to listen to. Courteney will debunk the myth that getting your finances in order requires sacrifice. Instead, she’ll show you how shifting her mindset has helped her achieve true results. Apply to work with me at www.wealthovernow.com/appointment