Your host, Liz Davidson, and Kristina Keck, Vice President of Retirement Plan Services at Woodruff Sawyer, are friends, colleagues, and experts in financial wellness coaching delivered as an employee benefit. They’re also borderline obsessed with helping people take control of their financial lives. In episode #1, they are joined by Julie Everett, CFP® and Financial Coach at Financial Finesse, who provides a glimpse into her everyday helping employees transform their financial lives through personalized and ongoing coaching.
Key points from this episode:
Quotes from this episode:
“At the end of the day, your financial wellness starts at work because that’s where your paycheck [comes from].” — Kristina Keck [7:17]
“You’ve got to know where you’re going and then you’ve got to know what resources you have available that are going to help get you there so that you’re not just grinding away like a hamster on a hamster wheel.” — Julie Everett [12:38]
“No one can go through this journey of building the life they want alone and get as far as they can without support.” — Liz Davidson [24:48]
Links mentioned in this episode: