How Our Behaviors Effect Our Finances
Uncover Your Limiting Beliefs Around Your Deserving-ness
Uncover Your Limiting Beliefs Around Your Deserving-ness
Identify financial goals to align with your future.
Gain a fresh look at financial tools without confusing jargon.
In This 60-min. Course We'll Explore:
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how to develop a healthier money mindset to get you closer to your over-arching life goals
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the basics of financial wellness that you can begin working with- without intimidation getting in the way
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putting it all into practice with practical ways to get financially healthy
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the questions you've always wanted to ask a financial advisor
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outline of simple steps so you can start building a healthy relationships with your money

Meet Your Instructor

Erin Steele is a Missoula, Montana-based Financial Advisor and business owner who helps her clients see the bigger picture of financial wellness. She believes that acknowledging and supporting the underlying emotional issues our finances bring up is crucial to planning a life we love. As such, helping her clients become financially literate is a foundational wellness practice that Erin passionately advocates.
INTERESTED?
Limited Spots Available.
Registration is Required.
Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF) Member FINRA and SIPC. Insurance services offered through Flaherty Financial Services, Inc., which is not affiliated with SPF. SPF does not provide tax or legal advice. 340 E. Central Ave/ Missoula, MT 59801 Phone: (406) 549-6718
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This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced CA, DC, GA, ID, MD, MT, NC, UT, VA, WA.