Working with a financial planner helped briaovers gain financial independence and make significant strides with her savings- Presented by Fidelity.
, shortly after I moved from my hometown of Los Angeles, California to Brooklyn, New York in 2019. I had $4,000 in my account, barely any savings, and no retirement savings. Plus, I was barely affording my bills every month.
Master Your Money empowered me with so much knowledge, and after an unpredictable 2020, I decided to put that information to work and enlist the help of aThat decision helped me grow my emergency fund, expand my investment portfolio, and put me on track to retire comfortably — here's how.Before I started working on Master Your Money, I didn't know what a Certified Financial Planner was — it sounded expensive and hard to find.
We worked together over several sessions to understand what I wanted and developed a six-month plan to accomplish by the end of the year. The plan included more retirement investments through a 401 and aThis was a great test to see how dedicated I was to reaching my goals. I'm happy to say I passed this test and I'm on a great path to getting the financial independence I want.
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