How to Master a Wealthy Mindset & Live a Joyful Life | Cassandra Smalley, CFA, CFP® | S6 E9

Why aren’t financial planning conversations more inclusive to women?

 

What do wealth and financial security mean to you and how do you bring them into your life?

 

On this episode of the Creator community, you’ll learn how to discover and align with your goals and your WHY, to create the life you want today and the future you want tomorrow.

 

Key Points:

 

• Looking to the future, discovering where you want your money to end up, how you want to spend your time and your life can help lead you to how to use and invest your money today.

 

• Oftentimes in a household, one partner is in charge of daily spending while the other makes many of the long-term financial decisions. It is important to open conversations between both sides because dividing and conquering can cause gaps.

 

• Getting wealthy and staying wealthy are two very different things. There is a change in mindset that needs to occur over time to align to your values and make sure you can live how you want to in the future.

 

Author Bio

Cassandra Smalley is the mother, spouse, formerly competed nationally in baton for University of FL gatorettes, and Founder and CEO of Cassandra Smalley Wealth Management, a financial planning and wealth management practice. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Analyst designation. She is on a mission to empower women to define and use their voices at the financial table to ensure they can enjoy a fulfilling, purposeful, creative, and joyful life.

She has been recognized by Forbes and SHOOK Research as America’s Top Women Wealth Advisors 2020-2021, Top Next-Gen Wealth Advisor 2017-2020, Working Mother Magazine and Top Wealth Advisor Moms 2017-2020, among others.

After 15 years in the financial services industry, Cassandra felt called to publish a book based on her experiences. The book centers on the challenges women face in building wealth and pivots obstacles into action by turning one’s unique perspective into one’s power to design their best life. 

 

👋CONNECT WITH THE AUTHOR👋

Author: Cassandra Smalley, CFA, CFP®

Book Name: The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life

Order Here: (link coming soon)

Website: https://www.cassandrasmalley.com/ 

LinkedIn: https://www.linkedin.com/in/cassandrasmalley/ 

Instagram: https://www.instagram.com/cassandrasmalleywm/ 

Facebook: https://www.facebook.com/cassandrasmalleywm/ 

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🔥 QUESTIONS 🔥

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