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...
In this episode of THE FINANCIAL COMMUTE, wealth advisors Sophie Leahy and Chris Galeski dive into one of the most common client questions: “What should I do if we go into a recession?” While no one can predict the next downturn, they walk through three key steps you can take to feel more confident, no matter what the economy throws your way. Tune in if you're interested in… • Knowing how a recession might impact you based on your life stage • Learning the “three-bucket” approach to financial...
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...
