In this episode of THE FINANCIAL COMMUTE, Client Relationship Specialist Kristin Dillon and host Chris Galeski discuss how partnership and accountability are often the missing links in financial success. Our goal with our flat-fee financial planning offering, Modearn®, is to make quality coaching more accessible for Gen Xers and Millennials throughout their wealth-building journey.
Tune in if you’re interested in…
• Learning how Modearn® makes financial planning more approachable
• Understanding how personalized financial advice and partnerships can create peace in your life
• Finding balance between saving, spending, and investing intentionally
• Accessing expert guidance without traditional barriers
