36: We hired a financial planner. Should you? Part 2 | How to improve your finances without a financial planner or professional
In 2017, Damian and I started our journey to figure out our finances as a couple. We had been married for 2 years at that point and we were ready to strategize.
We did research, we made a plan, and then we implemented that plan.
This week we share the intimate details of what we did to figure out our finances. These are the steps we took before we hired a financial planner. These are the steps that put us on the path to financial independence. Do you want to fully understand and make a plan for your money? Listen to the episode to learn more and get your free workbook ‘The 10 Question Guide to Figure Out Your Finances’. We created this step-by-step guide to help you fully understand your money and make a plan for your money.
In This Episode We Discuss
- Our specific money goals from 2017 to 2020
- Practical steps to take before you hire a financial professional or how to know what type of financial professional you need
- The 10 action steps we took to figure out our finances that helped us work towards financial independence
- How to apply our action steps by using our 10 question Guide to Figure out Your Finances
- Resources we used on our financial independence journey - including specific books, blogs, videos, and websites
Resources & Related Posts
- Listen to part 1 here! We Hired a Financial Planner. Should You? Part 1
- Check out Part 3 where we talk to our financial planner. (available soon)
Book your Clarity Session (a detailed financial review and action plan)
Want to learn exactly where your money is going, how to track it, and how to reach your goals? Find out how here.
Sign up for the email list by visiting blackandbrownmakegreen.com/subscribe We will send you our free 10 Step Guide to Figure Out Your Finances when you sign up.
Listen online to this episode at https://blackandbrownmakegreen.com/podcast
Disclaimer: Any discussion on our podcast is based on our opinions and personal life experiences. We offer information, not advice, and recommend you seek out a certified financial professional to discuss your personal finances or another professional for your needs. Read the full disclaimer here.