I grew up in Lakewood, Colorado, and if you'd told me years ago that I'd spend my career helping people understand their relationship with money, I probably would have laughed.
Something most people don't know about me is that a big part of why I do what I do goes back to my mom. Watching her navigate retirement and make investment decisions that didn't work out the way she'd hoped really stuck with me. It helped me realize that having money and knowing how to make it work within the life you're trying to build are two very different things.
Fast forward to today. I work with professionals, entrepreneurs, and business owners who are navigating important financial decisions and trying to make sense of a lot of moving pieces. But here's the part I really love about this work: money is a mirror. The way we earn it, spend it, save it, and even avoid dealing with it can tell us a lot about ourselves: our habits, our beliefs, our experiences, and the stories we've built around money over time. Sometimes it helps to slow down and take a closer look at what's influencing the decisions we're making, and that's what keeps fascinating me.
My mission isn't just to help people understand the numbers. It's to help them understand the decisions behind the numbers and make choices that reflect what matters most to them. Because what good is financial success if it isn't connected to the life you're trying to build?
So now I'm curious. What's your mission, and what gets you excited about the work you do?
Bee Well 🐝
#FinancialWellbeing #BehavioralFinance #Entrepreneurship #LivingByDesign #Currence