Name: Transforming Your Relationship with Money
Uploaded: 2023-08-28T16:00:31+00:00
Duration: 12 min 22 s
Description: In this episode we talk to Jen Fontanilla, a certified money coach and mindset coach, helps millennials improve their financial situation by setting realistic goals and breaking them down into managea

2 years ago

In this episode we talk to Jen Fontanilla, a certified money coach and mindset coach, helps millennials improve their financial situation by setting realistic goals and breaking them down into manageable steps. With 18 years of experience as a financial advisor, Jen assists her clients with IRS and insurance matters, providing simple strategies for effective financial management. She also helps her clients overcome money blocks and negative beliefs, encouraging them to flip them into positive ones. Through one-on-one and group coaching sessions, Jen empowers her clients to make the money they deserve and live the life they desire.

[00:00:00] Helping creatives and entrepreneurs make money.
[00:01:16] Awareness awakening, take action, not organized.
[00:01:47] Organize finances, plan future, reverse engineer.
[00:03:24] Help reach goals, short/midterm.
[00:03:39] Realistic goals, achievable steps.
[00:04:59] Bring in more money to survive.
[00:05:25] Money blocks preventing financial success.
[00:06:36] Mindset, subconscious, accountability: key.
[00:07:05] Awareness leads to sustainability.
[00:07:13] Manage money mindset for success.
[00:07:26] Financial decisions shaped by mindset.
[00:07:52] Impact of childhood experiences on adulthood.
[00:08:44] Financial literacy: learn early.
[00:09:00] Millennials to late forties: "Realizing need to do better."
[00:09:40] Get finances in order: Organize, write beliefs.
[00:10:12] Write beliefs, challenge them.
[00:10:56] Not qualified for promotion.
[00:11:08] Demonstrated success, ask for promotion.
[00:11:21] Six words: Got raise, flip, repeat, build awareness, one-on-one coaching.
[00:11:32] Help people reach financial goals.