Description

About Charlotte Wood:

Charlotte is a Chartered Financial Planner and runs her own practice alongside raising her two small humans. Charlotte is also increasingly well known as a Women's advocate and pursing an agenda for gender diversity within the Financial Planning profession.

Key discussion points from this episode include:

• How Charlotte prepared her finances prior to having you a family
• The importance of have the money conversation with your partner when you were still dating
• The one thing that Charlotte believes could help support individuals and families navigate any change
• The emergency fund
• Charlotte’s definition the Wealth Cornerstones

Contact and work with Charlotte Wood

Website: https://rosewoodfp.co.uk/

Instagram: https://www.instagram.com/charlotte.rosewoodfp/

Facebook: https://www.facebook.com/RosewoodFP

Work with and follow The Wealth Conversation

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