Financial Wellness at Work
Financial Finesse Financial Coaches work with people from all walks of life and have literally seen it all! They’ve supported employees and participants (and their families) through debt, cash flow, and credit challenges, buying homes, growing their families, marriages and divorces, retirement planning, and more. Through guest interviews, your host Liz Davidson, founder and CEO of Financial Finesse, will share life-changing stories of financial transformations experienced by everyday people who gave financial coaching a try. Financial stress doesn’t exist in a silo – it influences everything, including mental and physical health, relationships, and productivity. We’ll dig into it all.
Financial Wellness at Work
Reaching Next-Level Financial Goals
Trusting your financial coach and being able to have open conversations about anything related to your finances allows you to have a more holistic coaching experience. This is exactly what our guest, Jada Haynes, experienced working with Julie Everett at Financial Finesse. Jada is a postgraduate, first-year student at Harvard Business School and a graduate of Indiana University’s Kelley School of Business. Tune in to hear how Jada’s mom positively influenced her financial journey, setting her up to take things to the next level herself. Jada also shares her thoughts on the idea of “money scripts,” how our culture has made talking about money taboo, and how she balances saving for goals and living for today with budgeting. To hear more about Jada’s conversations with Julie and the next-level financial goals she’s shooting for, listen now.
Key points from this episode:
- A quick introduction to our hosts and Financial Finesse financial coaches, Julie Everett and Brian Kelly, and our guest, Jada Haynes.
- Why Jada’s mom was so influential in her financial journey.
- Jada’s thoughts on “money scripts” and being financially transparent (in our relationships).
- What money means to Jada: two things she thinks about when it comes to spending her money.
- Fixed and variable costs and how Jada makes budgeting work for her.
- The influence of friendship groups and managing money (and expectations).
- Jada’s ongoing conversations with Julie: getting personal with your financial coach.
- Julie’s experience working with Jada (from a coach’s point of view).
- The Xs and O’s and the psychology of money.
- Jada elaborates on some financial goals (small, medium, and large) she’s shooting for.
- Where Jada may have turned for guidance if she didn’t have access to Financial Finesse.
- The importance of trust in the relationship between Jada and her financial coach, Julie.
Quotes from this episode:
“Growing up as a Black American in the U.S., money and finances were very important as a means of economic mobility. So I think my mom learned at an early age—to use her financial discipline to build a way out of the south side of Chicago—and climb up the social ladder.” — Jada Haynes [4:14]
“I think because [my mom] really valued the tool of financial success, she passed that on to my sister and me—and ingrained that in us from a lens of money management, budgeting, and saving.” — Jada Haynes [5:06]
“Something that I can see as beneficial for a lot of people that use this service is really about how you can better understand your benefits. I love the fact that Financial Finesse has a strong relationship with my employer, and they understand the intricacies and complexities of the benefits and are able to give me unbiased opinions on what I should be doing and what I should be thinking about.” — Jada Haynes [21:36]
Links mentioned in today’s episode:
Money Strong: Your Guide to a Life Free of Financial Worries
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