Designing Your Financial Goals with Britt Kolesar

Achieve Your Financial Goals with Britt Kolesar

To celebrate National Financial Literacy Month, we are welcoming back Britt Kolesar for a follow on session to achieve your financial goals. 💰 Britt (@brittnesss [https://www.instagram.com/brittnesss/]) is a Certified Financial Planner and Chartered Advisor in Philanthropy with an MBA and 15 years of experience in holistic financial planning. For the last 5 years she’s been living on her sailboat throughout Mexico and Central America. Britt helps her clients shift into greater fulfillment by improving their potential for accomplishing financial goals and creating a pathway toward living their best lives. In this session, Britt shares tangible and actionable advice that will answer the below questions and more! ❤️ Why is a spending plan important? How to create one that’s in alignment with your goals and ultimate wealth vision. ❤️ How to optimize your spending plan to reach your goals faster. ❤️ What are the different investment options and vehicles, and how should you use them based on your financial goals and time horizons? Did you miss Britt’s first session on Designing Your Financial Goals? Listen to the recording on Spotify or Apple Podcast!

Designing Your Financial Goals with Britt Kolesar

In a recent BoldHER community event, we were joined by Britt Kolesar, a CFP® and CAP®. In this episode, we'll delve into the exciting world of personal finance, exploring topics that go beyond numbers and charts. Get ready to discover your limiting beliefs around money, define your values and financial goals, and learn how to align them to create a roadmap for success. Here's a sneak peek at what's in store: * Uncovering and overcoming limiting beliefs * Defining your core values and financial aspirations * Aligning your values with your financial goals * Crafting a strategic action plan for peace of mind and confidence * Developing a personal mission statement to guide your life's journey To learn more about BoldHER, follow us on IG at @boldherorg or our website at www.boldher.org.

The Great Reshuffle - Sarah Haggard

Please welcome our final guest for The Great Reshuffle mini-series, Sarah Haggard! Sarah (she/her) is the Founder and CEO of Tribute and a Microsoft alum. Tribute is a peer-to-peer mentorship platform available in Slack and Teams that enhances team collaboration, learning, and productivity by creating real-time access to knowledge sharing.  In her own words, "I'm founding Tribute because I'm passionate about the power of human connection and using storytelling as a means to find that connection. When we feel connected, we feel empowered, supported, and most importantly, capable of achieving our most aspirational goals."

The Great Reshuffle - Yaz Ketcherside

Our next podcast guest is the lovely Yaz Ketcherside! Yaz (she/her) went through her own 'great reshuffle' during her 10-month furlough in 2020. She went from working every day in the office to feeling like her career was put on hold. Yaz took matters into her own hands and started to life coach, grow her Instagram @selfloveyaz, profile individuals on their self-love journey, and much more! Her main focus was to try everything, explore, and learn more about herself in the process.  Looking forward, Yaz believes that having a 5-year plan is so 2019! Yaz is currently falling in love with 'figuring it out.' Yaz doesn't know what lies next; however, her furlough in 2020 provided her the space to find the tip of the iceberg.

The Great Reshuffle - Sara Kelly

Please give a warm welcome to our next podcast guest, Sara Kelly! Sara (she/her) is the Senior Vice President of Talent & Partner Experience at Starbucks. In this role, Sara is responsible for advancing the company's talent and organizational leadership agenda. Sara dives into her experience transitioning into leadership and provides tools and techniques to help you grow into leadership.