Grab your notebook, your pen, your bank statements, and get ready for this financial wellness masterclass! In this episode, I speak with Diana Morris, a financial wellness advocate, and Founder and CEO of Ladybug Collaborative. Diana has a career spanning 20+ years in financial services, and it’s across the board. She’s worked in banking as a manager and mortgage consultant, within insurance as an agent, and she’s been an investment advisor.
And from her diverse career, Diana has learned that personal finances are confusing and fragmented across each section and she decided to change the narrative. In 2017, she launched Ladybug Collaborative Inc., a platform providing comprehensive education and resources for managing personal finances. She and her diverse team use their skills in personal finance, personal development and behavior-driven solutions to provide real-time data to help their clients make better financial decisions. Diana and Ladybug Collaborative are on a mission to eliminate barriers, myths, and shame around personal finance and infuse financial wellness into your personal journey.
Get ready to gain a new perspective on finances and learn how they reflect your values and priorities. Diana shares some amazing acronyms and steps for you to get a better handle over your finances, stop living paycheck to paycheck and lengthen your financial runway so you can achieve financial independence. She also gives some amazing advice on handling differing financial behaviors as a couple or family.
Memorable Quotes:
8:15 Financial wellness=living in such a way that your personal values and priorities are being fully realized at the same time as you’re optimizing all of the resources available to you to take care of your own ongoing needs and future needs
13:15 How to begin your financial wellness journey
16:15: Own your numbers
23:45: Own your numbers
26:00 Some creative assets to acquire: owning vs. borrowing
30:00: how to stop living paycheck to paycheck and experience financial zen
36:12: how to manage financial wellness as a couple or a family
Diana’s mantras
Connect with Diana: www.ladybugcollab.com ; www.myfinzen.com
Exclusive Deal! Get 50% off the Financial Wellness 101: Introduction to the 5 Stages of Financial Wellness Course
Stay in touch with Wholē Temple: https://www.kristinpridgen.com/whole-temple-podcast
Follow Wholē Temple: www.instagram.com/wholetemplepodcast
