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• Are the golden handcuffs of your corporate job preventing you from pursuing a more fulfilling career? 
• Does the idea of investing your money leave you with more questions than answers?
• Do topics like investment strategies, estate planning, and retirement goals make your head spin?  (Never mind insurance analysis or tax planning.) 

Anna Wolford, a CERTIFIED FINANCIAL PLANNER® practitioner and an Associate Financial Advisor at Parallel Financial, is here to help answer your questions and help you think about money with a fresh perspective! 

Anna takes a holistic approach to your personal and professional needs. We dissect how fear might be holding you back from creating the life you desire, share guidance on how to make a career pivot more easily, and why you need an investment advisor or CFP® professional if you want to increase your returns.  

Key Takeaways:

1. The Importance of Holistic Financial Planning: When planning your corporate exit or managing your finances, consider all aspects—investments, insurance, goals, and risk tolerance—to make informed decisions.
2. Money is Morally Neutral: Money itself is just a tool, and how we use it determines its value. Breaking down old money mindsets can help shift our perspective.
3. The Downside of Cash Reserves: Sitting on too much cash can have negative consequences due to inflation and other factors. Having an objective partner ensures you strike the right balance for an abundant future.  
4. Navigating Fear and Scarcity Mindset: Fear often holds people back from making bold financial moves. Sometimes, creating a ‘manufactured’ scarcity can drive better financial discipline and long-term success.
5. Understanding Different Financial Roles: Knowing the difference between a financial advisor, financial planner, and a certified financial planner (CFP) can help you choose the right professional based on your specific needs.

One stat that I mentioned in the show was, people who have an advisor can 2x their returns, but only 35% of people have an advisor. I also found this one on NerdWallet: Working on a financial plan now can potentially increase your retirement savings by 4x in the future. (2024 T. Rowe Price Study)

Next Steps: If you're feeling overwhelmed by the financial aspects of planning your corporate exit or just need a more comprehensive approach to your finances, connect with a CERTIFIED FINANCIAL PLANNER® like Anna Wolford. 

Email: Anna@parallelfinancial.com
Phone: 864-375-4024
Website: parallelfinancial.com
Connect with Anna on LinkedIn

Don’t go it alone—getting expert advice can save you time, stress, and money in the long run!

If you enjoyed this episode, please consider leaving a review and sharing it with someone who might benefit from these insights. Keep rocking your reinvention!

Social Media Disclosure: Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Parallel Financial can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendat

Are you ready to make your Empowered Exit™ and break free of corporate? Learn more here: www.karinfreeland.com/life-coaching

Then book a complimentary 45-min Empowered Exit™ call!

Not ready for coaching? Get a copy of my self-help book: Grab Life by the Dreams!