Season 1, Episode 78
Financial Planning
THIS EPISODE IS SPONSORED BY...
Millie Gormely
As a Certified Financial Planner (R) professional, I can help you identify your true investment style, implement appropriate strategies, uncover any gaps that may exist in your insurance portfolio, and deliver solutions tailored to your unique situation.
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In this episode Melissa Krechler and Millie Gormely discuss all the ways we can actually plan for our financial future. From budgeting to life insurance and so much more.
Melissa Krechler
Talk Show Host, Identity Coach, Spiritual Teacher and Business Mentor
Melissa Krechler is a Multipassionate Entrepreneur. Her main focus in all her businesses is empowering others to remove what no longer brings them joy, reclaim their identity and take control of their life and start living it, their way for themselves.
Melissa lives in Canada with her husband of 13 years, 4 children aged 7-19, her rottweiler and clutter of cats. She is fond of the crazy cat lady title!
If you would like to connect with Melissa you can do so through the following avenues.
Identity Coaching Website: www.aphoenixidentity.com
Spiritual Teaching/Reading Website: www.thebutterflylotuscompany.com
Business Mentoring Website: www.mybizfitsme.com
Women Supporting Women Can Network: www.wswcan.com
Millie Gormely
Millie is an experienced provider of comprehensive financial planning services to professional single women. She is fully committed and has a strong focus on helping transform your financial future and achieve your personal financial goals.
Are you working hard to achieve your personal income and retirement goals? Chances are you are busy fighting fires and dealing with the challenges that come with a corporate, professional, or management position.
Many women in your shoes spend long hours helping their company and projects become successful, but they can lose sight of their personal goals.
As a result, they unintentionally end up working more years than they planned to before retirement.
►If you lost your job today – how much do you have in savings? How does this impact your retirement plan?
►Do you know if your company supports flexible investing (which is becoming more popular in many company-sponsored retirement plans)?
►Have you recently assessed your portfolio to see how would it perform when (not if) we face another market downturn?
►Do you know when you can retire or how much money you would need to retire comfortably to
maintain the lifestyle you aspire to?
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