About me:Im a 45-year-old educational leader in Columbus, OH, and Im married with three kids.
My partner and I share money, but we receive no other external financial support.
My current relationship with my finances is avoidance until thats no longer a choice.
Household income range:$215,000$540,000
What are your regular monthly expenses?
Id like to come from a place of knowledge about where I stand financially.
What is The Missionary Sex Position?
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Id like to leave my kids as much as possible.
(Is it possible to start a cycle of generational wealth, and am I too late?)
I would also settle for ensuring that I dont leave my kids saddled with any debt.
I would also like to be able to afford to take one or two big trips per year.
What are the barriers in the way of you achieving your financial goals?
I also am known to purchase things I dontneedbut want.
I also believe I have an income ceiling in my current roleits something Im working on.
What do you consider your biggest challenges when it comes to managing your financial wellness?
I have astrained relationship with moneythat Id probably call unhealthy.
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I find myself completely avoiding financial matters until Im forced to confront them.
I dont think this is the best way to go about thingsit certainly doesnt make me feel empowered.
What is your current strategy for retirement planning?
How do you feel about retirement?
My general feelings is a combination of head-in-the-sand, deer-in-the-headlights.
Have you ever worked with a financial professional?No.
What emotion does talking about finances evoke for you?
What emotion would you like to feel surrounding your relationship with your finances?
I would love to feel knowledgeable, empowered, clear, peaceful, purposeful, confident, and proud.
At present, I lean more toward… icky?
Describe your relationship with your finances as it currently stands as well as historically.
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