I am talking to Jennifer Coury, a CFA, CFP, and all-around financial expert and wealth manager today. Jennifer has been in the industry for 40 years and is also a certified coach who works to help people understand what they want their money to do for them and how to do it. Jen has a completed different take on finance so you’ll want to take a listen!
Jen loves to talk about wealth and financial management. For her, it’s a fun topic, though she understands it can be stressful. When it comes to the differences between wealth and financial state, people often don’t think there is a difference between them, but it’s important to differentiate. Wealth is multi-faceted, and money is the vehicle that gets you where you want to be.
A huge question Jennifer tries to answer is how to make money less frightening to talk about. It’s about prioritizing your day-to-day needs and bills first, and once that is done, you can move on to savings. Make a one-year plan and realize that money doesn’t control you, it’s just an instrument. The most powerful tool you have is knowing what you can spend. Can that money help you elsewhere?
It’s important to understand your needs and wants when it comes to money management. That is the key to making your money work for you. Take into account your emotional needs and specific goals. Common sense and knowing yourself goes a long way in determining wants and needs.
Needs, wants, luxuries, and money are all individual. It’s so crucial to understand yourself and your financial goals. Small changes can go a long way to help you get to where you want to be.
Helping clients learn about finance, and managing people’s wealth has been my passion for over 40 years. My expertise includes growing and protecting wealth, financial coaching, and navigating clients through financial transitions.
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