Chris Coates

On this episode of Making Money Fun, Christina talked about what it was like, leading up to, and finally working with Heritage Financial Strategies on planning life for her family after retirement. She shared why they decided to hire a planner and why they chose Heritage. She also shared that she was diagnosed with a degrative brain disease and had brain surgery, and that hastened their need to make sure they would be financially ok, even if she couldn’t return to work. Their most significant financial achievement was realized early in 2023 when they paid off their mortgage and now can rest easy knowing they will be financially able to handle it if she is not able to return to work.