Welcome to another episode of Financial Wellness at Work. Joining us in conversation today is Julie Everett, a financial coach at Financial Finesse. We also have Sarah Kaney here to tell us how Julie helped her to take control of her finances after the tragic loss of her husband to cancer. Hear how having a financial coach she could trust made all the difference in Sarah’s journey, and how Julie’s knowledge and measured approach helped position Sarah to thrive financially, to the extent that she was able to make two small angel investments in businesses she was passionate about. Julie also shares how opening up to Sarah helped her to process her own partner’s diagnosis, and how Julie in turn helped to educate her.
Key points from this episode:
Quotes from this episode:
“It was amazing having you guys as a resource because it was someone that I knew I could trust.” —Sarah Kaney [5:40]
“Sometimes the decisions you don’t make can be as powerful as the ones you do.” — Liz Davidson [6:43]
“I was confused because I didn’t know what I didn’t know. Spending time with Julie, I was able to really have a solid understanding of where I am at. It saved me!” — Sarah Kaney [11:23]
Links mentioned in this episode: