Before anyone can guide your investments, you need to understand your own money first.

In this episode, Il talk about why you are the expert of your money and what you need in place before bringing in a financial advisor. You’ll learn how to build confidence around your cash flow, set realistic savings goals, and create the clarity that helps you make smart financial decisions.

If you’re ready to feel in control of your money and confident in your next financial step, this episode is for you.

What you’ll learn:

✅ Why a financial advisor can’t fix what a strong money system solves

✅ The three things to do before hiring a financial advisor

✅ Why understanding your money flow gives you more confidence in any financial decision

✅ How one couple went from financial stress to saving $11,000 in 90 days

Related Episodes:

Ep 63 - Why You Feel Broke and How to Manage Your Cash Flow Effectively

Ready to feel confident about your retirement?

Start with the Retirement Ready Quiz to discover your next best step

OR

Apply for your Gift Coaching Session and experience what it’s like to get personalized guidance for your money and your future.

Let's Connect!

💌 [email protected]

📞 voice message on SpeakPipe

💬 DM me on Instagram @elevate_finances