Join us in an insightful conversation on financial empowerment as we delve into the world of wealth-building and money management. In this episode, Meri-Li Forrest, CFP®, Founder & Financial Coach at Be Wealthy Financial Coaching, shares invaluable insights.

From demystifying the role of a Certified Financial Planner to crafting healthier relationships with money, Meri-Li illuminates key aspects of financial wellness. Uncover tips on handling financial uncertainty, paying yourself as an entrepreneur, and establishing robust money routines.

Discover the transformative benefits of working with a financial coach and embrace the journey toward financial empowerment. Tune in to gain essential tools for mastering your money mindset and achieving financial success.

Episode References

Profit First

Connect with Mei-Li

https://www.bewealthycoahing.com

https://www.instagram.com/bewealthycoaching

https://www.facebook.com/groups/womenbuildingwealthylives

Come say hi!

⁠⁠@brittanymillersocials⁠⁠⁠ on IG

⁠⁠⁠https://www.brittanymillersocials.ca/⁠⁠

Give us a follow if you're ready to take life from good to great, you'll be the first to know when we share more about motherhood and business. If it really resonated, the kids and I would do a happy dance if you left us a review 💗 ~ Brittany

00:00 Intro

3:00 Getting into finance as a career

7:45 What's a CFP?

9:10 What goes into creating a financial plan?

11:30 Creating a healthier relationship with money

21:15 How to start managing your money

30:00 Preparing for financial uncertainty

36:15 Paying yourself as an entrepreneur

40:15 Crafting a money routine

44:10 Benefits of working with a financial coach

47:15 Wrap up