As we all know, the wellness-life covers a lot of terrain; things fall through the cracks. But my financial planner helps me pick up pieces that may have otherwise been left behind. 🤗 ft. FacetWealth mbgpartner
This ad is displayed using third party content and we do not control its accessibility features.is a financial planning service that supports all areas of life—from major purchases and life milestones to benefits selections and investments. Working with Facet Wealth means getting paired with one of their CERTIFIED FINANCIAL PLANNER™ professionals. Their CFP® professionals have the highest possible certification, but my planner was as personable as she was credentialed.
But I've also found myself surprised about the little details that have come to the surface through this service. There have been basic realizations surrounding financial hygiene that, frankly, I haven't kept up with at the right pace. My 401 from my first job is still in my maiden name and not my legal name. I hadn't yet thought of basic benefits and company-sponsored programs that we could have taken advantage of—like HSAs.
I've always been a huge believer in the importance of finances within the bigger picture of well-being. While I may not need help with the accountability behind cooking, strength training, or sleep hygiene, financial well-being is one area of wellness where I am not necessarily in my element. I've learned the importance of turning to a resource, like
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