Everyone can be great with money and deserves a wealthy and fulfilled life.
This is one of the core beliefs of today's guest, Portia Jackson. Portia will admit that she is obsessed with all things Enneagram, money, and manifestation. After leaving her corporate job as a rocket scientist, she completed a certification in Personal Financial Planning, got her CERTIFIED FINANCIAL PLANNER™ Professional designation, and helped hundreds of Fortune 500 employees as a Financial Wellness Coach at PricewaterhouseCoopers. After leaving corporate, Portia transformed her love of personal finance, organization, and personal development into a step-by-step system to help online business owners take the money their business makes and use it to be, do, and have whatever they want in life.
I met Portia a few months ago when I heard her speak about wealth management and how it can work with your personality. As a coach and financial planner, she brings a wealth of experience when discussing the importance of money, wealth, and coaching. I think you'll appreciate her down-to-earth approach to money and the sense of ease and grace she brings to an often taboo topic.
If you want to learn more about the resources mentioned in this episode, visit the show notes.
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