58 min

Achieve Your Financial Goals with Britt Kolesar BoldHER Podcast

    • Careers

To celebrate National Financial Literacy Month, we are welcoming back Britt Kolesar for a follow on session to achieve your financial goals. 💰Britt (@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!

To celebrate National Financial Literacy Month, we are welcoming back Britt Kolesar for a follow on session to achieve your financial goals. 💰Britt (@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!

58 min