See what it’s like to work with a financial coach to help you reach your money goals! For more check out: Business owner James Astle meets with Financial Coach Brittney Castro for their third session to review his financial roadmap. Brittney gives James four action items starting with continuing to budget and do his money check-ins, to increase his business revenue, open up a high-yield savings account for his cash cushion, look into a retirement plan for he and his wife, and research life and disability insurance. James was so inspired from session two that he already started working on additional income opportunities and reviewing his spending. Now he just has to keep up the good work and we have no doubt he will set himself up for success! This is part three of a four part series documenting what it’s really like to work with a financial planner and setting yourself up for a successful future. From getting comfortable with their relationship to money, to building the ri...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)