Understanding the Person Behind the Plan
August 5 @ 12:00 pm - 1:00 pm
Join Christine Mathieu and Shawn Glogowski for a conversation about the role our relationship with money plays in the financial decisions we make. Through real-life client examples, they’ll explore what wealth coaching is, how it complements financial planning, and why understanding the person behind the plan can lead to more thoughtful decisions and better financial outcomes.
What We’ll Cover:
- Discover what wealth coaching is and why it has become an integral part of our planning process
- Learn how your beliefs, experiences, and emotions around money shape the financial decisions you make.
- Hear real-life client stories that illustrate how wealth coaching and financial planning work together.
- Explore why understanding the person behind the plan can lead to better financial outcomes.
- Walk away with practical insights you can apply to your own financial journey