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Why It’s So Important to Know Your Money Story

As you’ve probably guessed, I’ve amassed a ton of tips and tricks about money in my years as a financial planner.

And I’m so excited to share a few of my favorite hacks in the next several Financially Wise Living episodes.

Here’s No. 1, and it’s so important: Know your money story and how your past experiences have shaped how you think, feel and deal with your finances today.

Once you know your money story, you’ll be even better equipped to reach your financial goals more effectively—and with a more positive outlook.

Stay tuned for even more finance hacks in the coming weeks—until then, I’m sending you lots of money love!


P.S. Now is the time to schedule your FREE discovery session to discuss financial planning and start the 2016 year off right! Schedule your call today-



The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial adviser prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.