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 • Unde...
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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 • Unde...
What happens when you enter a new stage of life while your partner stays put? In this episode of THE FINANCIAL COMMUTE, Chris and Priscilla explore how navigating different retirement timelines can affect everything from a couple's finances and emotions to daily routines. Tune in if you’re interested in… • Managing the financial and emotional shift when one partner retires first • Finding balance between independence and shared routines • Keeping your long-term goals aligned when your t...
THE FINANCIAL COMMUTE
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 • Unde...
