In today's episode, I had the pleasure of sitting down with my friend and accountability partner, Sara Young, CFP®, founder of Live + Give Financial. Sara and I both launched our financial planning firms in the summer of 2023 and first met at an industry conference that September. Since then, we've been walking parallel paths—supporting each other through the ups and downs of entrepreneurship while also balancing family life as our husbands navigate major career transitions of their own.
Sara’s firm, Live + Give Financial, specializes in helping physicians and their families build wealth, avoid burnout, and create financial flexibility so they can focus on what matters most. As a former nurse married to a physician, she has firsthand experience with the financial challenges medical professionals face.
In this conversation, we dive into:
What it’s really like to launch a financial planning firm from the ground up.
The power of having a strong accountability partner in business.
Balancing entrepreneurship with family life—especially when both partners are in demanding careers.
If you're a business owner, a working parent, or navigating a major career transition, this episode is for you. I hope you enjoy this heartfelt and insightful conversation with Sara Young!
You can learn more about Sara's firm, Live + Give Financial, at their website: https://liveandgivefinancial.com/
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If you want to learn more about Kelsey's firm, Apricity Financial Planning, check out their website, apricityfp.com.
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