In this episode, host Megan Heritage sits down with financial advisor Stephanie Greene to explore the unique journey from healthcare to finance. Stephanie shares her inspiring story of how her nursing background shapes her approach to financial advising, emphasizing the importance of caring for the whole family during life's significant moments.Join us as we discuss:
- The transition from nursing to financial advising and how both professions focus on holistic care.
- The challenges clients face when navigating their financial futures and how to overcome fears of spending.
- The joy of helping clients realize their dreams, from bucket list trips to meaningful family experiences.
- The importance of building trust and relationships in financial planning.
- Practical tips for starting your financial journey, no matter your age or income level.
Whether you're looking to improve your financial literacy or seeking inspiration to pursue your dreams, this episode is packed with valuable insights and heartfelt stories. Don't forget to like, subscribe, and hit the notification bell for more uplifting conversations!
Connect with Stephanie Greene:Website: https://www.strategicfg.net/team/stephanie-greeneJoin the conversation in the comments below!
What are your thoughts on financial planning and living life to the fullest?
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