Navigating Life's Transitions with Confidence

Highlights from Erynn’s Financial Coaching Journey

00:00:01 – Erynn’s Background
Erynn shares her transition from the East Coast to Hawaii and her career shift from full-time HR professional to contractor. With these significant changes, she felt it was time to do a deep dive into investing and her financial setup.

00:01:05 – Why Financial Coaching?
Feeling overwhelmed with life changes, Erynn sought coaching to build a concrete financial plan, especially with plans to expand her family and eventually buy a home in the future. She recognized the need for better organization and planning in her finances.

00:01:49 – Her Financial Life Before Coaching
Erynn explains that before coaching, she relied primarily on simple checking and savings accounts without much structure for investing or budgeting. She knew she needed more clarity and knowledge, especially around investing.

00:02:52 – Key Challenges
Erynn discusses feeling uncertain about which financial accounts were best for her, along with the intimidation she felt around investing.

00:03:48 – The Coaching Process
Together, we explored her past relationship with money and identified her short and long-term financial goals. We built a plan with weekly action items so that she could make progress toward her objectives every week.

00:04:47 – Overcoming Obstacles
Erynn reflects on the challenges of organizing her accounts and setting up systems like a password manager to keep track of everything. Despite the busy holiday season, she stayed committed to the process, knowing it would set her up for a fresh start in January.

00:05:50 – Real Wins
With a clear plan in place, Erynn shares how taking time to focus on her finances has helped her feel more in control and confident about reaching her financial (and life) goals.

Watch the full video above to hear how Erynn gained clarity and confidence in her finances!