Sep 30, 2019
Katherine Liola is today's guest joining us on the Join Up Dots business coaching podcast and is a guest has a different way of looking at our finances. She is the co-founder of Concentric Private Wealth, based in North Virginia, a financial planning company with a difference. She doesn't believe in budgets. She doesn't believe that giving your children money is always the best thing to do. She doesn't believe that all financial advice is right for all people. As she says "There’s more to financial planning than pre-made forms and plugging numbers into an automated tool. We prefer to discuss your goals, of course – but dive a little deeper, talk through your situation, and fully understand why you make the choices you make. So we begin with a conversation. You’re investing for specific goals, life milestones, dreams you’d like to play out. The deeper our understanding, the better we can ensure your financial well-being. So as you can see this is going to be a different episode of Join Up Dots for sure. So when was the epiphany that there was a different way of operating our bank accounts and finances? And was she great at controlling her own money, or like most financial people that we have spoken to, learnt late after digging a hole for themselves? Well let's find out as we bring onto the show to start joining up dots with the one and only Katherine Liola. Show Highlights During the show we discussed such deep weighty subjects with Katherine Liola such as: Katherine shares the biggest lessons that she gained from her parents and the reasons why it changed her life. We discuss how spending habits could be strictly linked to our own personalities and our own personal beliefs How we don't teach people to truly understand themselves so they can make the choices of what is important to them. and lastly...... Katherine reveals how this financial message actually took her thirty years to fully allow it to burst to the surface.