Wiser Together – The Power of Mentoring

Today is the last of a three-part series with Carol Craigie and Catalina Franco-Cicero of Fiscal Fitness Clubs. Carol and Cat were introduced through the FPA Mentor Match program several years ago and have since become business partners.

Both Carol and Cat believe in the power of mentoring and are a great example of what it looks like to learn from each other. On this episode, they share what their mentoring meetings looked like, tips on how to find and build a successful mentoring relationship, and why it is important to find a mentor.

Personally, having a mentor has been one of the best decisions I’ve made in my career and I know my firm and career wouldn’t be what it is today without it. I have to thank Carol and all of those who mentor other planners. Their willingness to give back is inspiring and their work matters.

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“You’re there for each other through thick and thin. It takes time to build that… and it takes time to get to that point.”

 

FPA Mentor Match program

From Psychologist to Financial Planner – The Exceptional Career of Carol Craigie

For episode two of our our three part series we are joined by  Carol S. Craigie, CFP®, ChFC, MA,  the founder of Fiscal Fitness Clubs of America. Carol is a “psychologist turned financial planner” and has had a long and impressive career in financial planning. Carol’s passion to improve individual’s financial lives keeps pulling her out of retirement and re-imagining how to bring financial planning advice to the masses.

Carol’s passion for financial planning is inspiring and I’m so excited to share part of her story with you today.

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“We want to be Weight Watchers of money… [to] get people in clubs and bring money out of the closet. And You get people, just like dieting, to do budgeting so they accomplish their goals!”

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The FPA Board of Directors

Dick Wagner Tribute

The Story of NexGen (for NexGen Gathering 2017)

FPA NexGen started in 2004 and has quite a story to tell already. With NexGen Gathering happening next weekend, our hope is that those attending will be able to see how special NexGen is, and more importantly, how impactful NexGen Gathering can be.

As with any telling of history like this, there are slightly differing accounts of specific events and we did our best to remain true to the stories we collected. What excited us was the consistent themes of the importance of NexGen and what is the essence, or the soul of NexGen.

We hope you enjoy and look forward to seeing you at NexGen Gathering 2017!

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A very special thanks to Aaron Coates, Michael Kitces, Sabrina Lowell, Amy Mullen, Joe Pitzl, Jude Boudreaux, and of course… the Rat Pack!

Mixing Fitness with Finance

I’m excited to have Catalina M. Franco-Cicero, MS, CFP®  of Fiscal Fitness Clubs on the podcast. This episode will be the first of a three part series with Cat and her business partner Carol Craige. Carol will join us for the second episode and later the two will share their story together.

So today, Cat shares her incredible personal story from immigrating to the United States as a child to using her fitness and education background as the Director of Financial Wellness at Fiscal Fitness Clubs of America. Early in her career she had a vision for what it would look like to provide financial planning to the general public and she using background and life story to do just that.

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“We want to take money out of the closet. Let’s talk about it already. Come on. It’s stressing people out and talking about it can help you.”

XY Planning Network

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Financial Planning Association® (FPA®)

Bridging Research and Practice: Life Planning

Amy Mullen, CFP® is Vice President at Money Quotient®, a non-profit focused on education and research. Money Quotient® provides practical ways to consistently bring life planning into financial planning firms. Their research has bettered the lives of many clients and continues to propel the financial planning profession forward.

Amy shares her journey to financial planning and how family ties brought her to financial planning, even though she isn’t a financial planner. Amy walks through the basic process that Money Quotient uses to help create an exceptional experience with clients.

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“The advisors who work with us at Money Quotient® none of them fear robo-advisors… There are multiple parts of the process that are necessary for a human for an individual to raise their level of self awareness.”

 

Sudden Money

EVOKE®

CFP® Certification

UNIVERSITY OF GEORGIA – Financial Therapy

Kansas State University – Financial Therapy Clinic

Money Quotient® Recommended Reading