“At each milestone, you do have to sit down and reevaluate your finances, instead of just doing it
and hoping it works out. You’ll be so much more successful if you have a plan in place
for each milestone.” - Sunny Wishart
There’s no question that taking care of your finances can feel overwhelming, stressful… or even a little scary.
The truth is that the average person doesn’t have many options when it comes to high-quality financial advice. My guest, Sunny Wishart, founded A La Carte Financial to help individuals and families who are seeking clarity, organization, and education in their financial life.
Sunny helps her clients dig into the nitty-gritty of their finances. Your finances should be organized with a purpose — and every element should be working toward a clear goal!
When dealing with financial clients, Sunny draws on her background as a former music teacher to mentor them through the fundamentals of finance. She really makes financial education feel comfortable and achievable, so I know that you’ll get a lot out of this episode!
In this conversation, you’ll learn valuable tips to help you budget strategically and streamline your finances. We discuss corporate exits, pandemic spending, finance bootcamps, and more. Listen now!
In this episode, you’ll discover:
About Sunny Wishart: Sunny is Certified Financial Planner and the president and founder of A la Carte Financial. As a fee-based financial planner she prioritizes unbiased, objective financial advice and holds honesty and integrity as a defining value. Her background includes personal banking, business management, and financial planning.
Work with me: http://www.deeboswellbuck.com
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