Getting To Know You: What Did You Want To Be Growing Up?

Tyler and Toni ditch the spreadsheets and share a personal, lighthearted conversation about what they wanted to be growing up.  Turns out, the path to financial planning wasn’t a straight one—but you’ll hear the common threads: a love for helping people, dishing out thoughtful advice, and being the kind of friend who’s always there when you need a listening ear. 

Join us for a relaxed, off-the-cuff chat that comes with a few surprises. You’ll get a behind-the-scenes look at how financial advising blends math, emotion, and meaningful human connection and why both Toni and Tyler believe they ended up exactly where they’re supposed to be.

Here’s what we discuss in today’s show:

🎯 What the team wanted to be at 15

🧠 Psychology, physical therapy… and financial planning?

🧮 Helping people with feelings... using math

📈 The link between problem-solving and financial confidence

Key Takeaway

"Helping people with money is really helping them with life—it’s financial psychology."

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006

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