This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/

In this episode we talk about overcoming debt, managing a mortgage on an expensive house, and finding empowerment as a newly self-employed individual.

With my client’s spouse laid off since COVID, she had unexpected challenges. She reflects on the exhaustion of continually learning new skills, emphasizing that she doesn't wish to become a financial planner but still wants to feel confident in managing her money.

I coach that budgeting doesn't have to mean constant scrimping and saving; instead, we explore how understanding your area of value can redefine your relationship with finances. My client embraces a well-rounded approach that allows her to be lean, invest wisely, and pursue her passions.

We also discuss how to reevaluate investments to align with her goals and financial values, especially when market movements don't align with her vision.

We talk about:

• Smart investing
• Investing that aligns with personal goals and vision
• Understanding your relationship with money
• Finding people invested in your well being helping manage your money
• How to invest in volatile markets

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