How to Build Your Financial A-Team

$14.99 USD

What would it look like to intentionally grow your Financial A-Team the same way you’ve grown your professional network? How should you curate a group that can show you what’s possible, nudge you out of your comfort zone, and cheer you on in your financial journey?

Wherever you are on your personal financial journey, having the right Financial A-Team will help you clarify and achieve your big financial goals. There are five types of people that should be on your Financial A-Team: Growth Partners, Connectors, Mentors/Mentees, High-Five Tribe, and Diverse Thinkers. In this webinar, Jenn Uhen, the Founder of The Pledgettes, will walk through these 5 types, how to find them, the questions to ask, and the red flags that should send you running.

From improving your relationship with money to saving for retirement, you are the CEO of your money. Having a Financial A-Team will help you achieve your goals and enjoy the experience.

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Jenn Uhen

Key Takeaways

  • Identify who is currently on your Financial Team
  • Analyze who gets to stay as part of your Financial A-Team
  • Understand different types of team members who align with your big goals
  • Create a plan for adding new members to your Financial A-Team
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About Jenn Uhen

Jenn Uhen is the Founder of The Pledgettes, a community for women to talk about money. Jenn built The Pledgettes to democratize access to financial experts, build a supportive space for women to evolve their relationship with money, and create connections so no woman is going after her personal financial goals alone. Jenn and her husband have clear financial goals, which include a diverse portfolio of investment property, retirement accounts, and businesses. All while living a minimalist (but comfortable) lifestyle, including traveling the country in an RV.

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