Financial Success is the same as Financial Health. | Episode 15

Breaking Money Silence®

English - September 21, 2016 10:00 - 17.2 MB - ★★★★★ - 18 ratings
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Previous Episode: Charging higher fees makes it harder to get clients. | Episode 14

Next Episode: Do you have to know the difference between a want and a need? | Episode 16

Julie Fortin, MSF, CFP®, Wealth Manager and Money Coach at Northstar Financial Planning
Financial success is viewed in our culture as the only real indicator of our worth. However, success only looks at the numbers, and neglects the other components that contribute to financial health. In this interview, Julie and Kathleen discuss what it means to be truly happy with your relationship with money and the steps you can take to be more mindful around money.
Julie Fortin, MSF, CFP®, is a Wealth Manager and Money Coach at Northstar Financial Planning, a fee-only, financial life planning firm located in New Hampshire. During her almost 20 years working in the financial services industry, she has gained a unique perspective on what it means to have wealth and prosperity. Julie is currently being trained through the Financial Psychology Institute™ and is working on a graduate certificate in financial psychology and behavioral finance. For more information about Julie’s services and upcoming workshops, email her at [email protected].