207: Values-Based Personal Wealth Management with Anna N'Jie Konte

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Coach Business

Caryn Gillen

218 episodes

5 days ago

Caryn (like "car in"surance) Gillen works with coaches who want their businesses to feel as great as their coaching does. Known for her warm but direct manner and laser-like ability to get to the root of the issue, her primary focus is helping clients get what they want, and do life their way, taking the most impactful route. Caryn is a Master Coach, former commercial fisherman and therapist, and holds a Masters degree in Counseling Psychology.

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207: Values-Based Personal Wealth Management with Anna N'Jie Konte

Coach Business

34 minutes 6 seconds

2 months ago

207: Values-Based Personal Wealth Management with Anna N'Jie Konte

In this episode, award-winning financial advisor Anna N'Jie Konte talks to us about values-based personal wealth management and how to manage your money in a way that aligns with your values.

Key takeaways:

- Do the unsexy work to figure out YOUR numbers

- You can make it fun and do the hard thing with a whole bunch of soft supports

- Set personal goals that align with your values (the lifestyle you want to lead and what you want to build or leave behind)

- You should hire a wealth advisor when you reach a new level of complexity, or you have less time (i.e. the sandwich generation)

- The ultimate life hack for women is to be a lot stiller/quieter, tune into ourselves/our intuition, and ask what we really want FIRST, before we ask for other people's opinions

Your homework:

What is the role you want money to play in your life?

What value/experiences do you want it to bring?

What things do you want to invest in/support?

What do you want to be remembered for?

And a bonus: Be a little bit disagreeable every day. Listen in to find out why!

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** If you enjoyed this episode, make sure to hit that subscribe button, share it with a friend, like and/or leave a comment. I appreciate each one! **

Prefer video (with closed captioning)? Head to YouTube: ⁠⁠https://youtu.be/pIIIhuBQhR8

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As a first-generation American and award-winning financial advisor, Anna has walked the path from financial uncertainty to empowerment. Growing up, she watched the strong women in her family live lives dictated by their bank balances. This fueled her passion to create a different story – not just for herself, but for women like you.

At Poder Wealth Advisors we guide impact-driven investors from uncertainty to confident using tailored strategies to grow your wealth, leave a legacy, and experience joy without guilt – empowering you to transform your financial future.

Learn more or connect with us at poderwealth.com.

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To learn more about me, Caryn Gillen, and the work that I do with high-integrity coaches and remarkable humans…

Connect with me on social: I’m ⁠@caryngillen⁠ in all the places

Or schedule a free Coffee & Clarity Chat.

I have lots of different options (and price points) for how I can support you.

If you think I’m the coach for you, you’re probably right! Message me to connect, and we can figure out together where you fit.