Personal Finance 360’s Post

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

**The Benefits of Being a Financial Professional: A Career That Matters** In a world where financial literacy is more important than ever, being a financial professional offers not just a career, but a purpose. Here's why: 1. **Impactful Work**: Every day, you have the opportunity to empower individuals and families, helping them make informed decisions that secure their financial futures. The advice you provide can change lives, offering stability and peace of mind. 2. **Continuous Learning**: The financial industry is constantly evolving. Whether it’s understanding new regulations, investment strategies, or technological advancements, this profession demands continuous learning. This keeps the work dynamic and intellectually stimulating. 3. **Strong Demand**: Financial expertise is always in demand. Whether in wealth management, financial planning, or corporate finance, the need for skilled professionals continues to grow, offering a wealth of opportunities. 4. **Career Flexibility**: With a broad range of specializations, you can tailor your career to match your interests, whether that’s diving deep into tax planning, focusing on retirement strategies, or advising on sustainable investments. 5. **Entrepreneurial Potential**: Many financial professionals find success in building their own practices. This path not only offers financial rewards but also the freedom to shape your business according to your vision and values. 6. **Personal Fulfillment**: Helping clients achieve their financial goals isn’t just about numbers—it’s about building trust, fostering relationships, and being a reliable guide through their financial journey. This sense of fulfillment is unparalleled. If you're passionate about making a difference and driven by a desire to help others succeed, there’s no better time to explore a career as a financial professional. Your expertise could be the key to someone’s financial independence. #Finance #FinancialProfessional #CareerGrowth #FinancialIndependence

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Take charge of your financial future during your career transition! Our Financial Planning Workshop will equip you with strategies to manage your finances with confidence. Led by Treasa Moran, a Financial Advisor with Anchor Point Wealth Advisors LLC, this workshop is designed to address the unique financial challenges faced during career transitions. What You’ll Learn: ✅ Psychology of Money: Understand how emotions influence your financial decisions and learn techniques to keep your emotions in check during challenging times. ✅ Debt Management: Explore effective strategies for dealing with debt and navigating reduced income. ✅ Actionable Steps: Leave the session with clear action steps to build your confidence and reduce financial anxiety. Treasa has extensive experience helping individuals tackle diverse financial concerns related to job transitions, from budgeting and emergency spending plans to investment decisions and negotiating severance packages. 📅 When: November 14, 2024 🕦 Time: 11:30 AM - 1:00 PM CST 💻 Where: Virtual (Zoom link sent after registration) 📋 Registration: Open to the public Don’t let financial uncertainty hold you back. 👉🏻 Register today to secure your spot and start your journey toward financial empowerment https://lnkd.in/gd2FDUUm #FinancialPlanning #CareerTransition #MoneyManagement #JobSearchSupport #FinancialAdvisor #Empowerment #ConfidenceBuilding

Quick Story 🔔 🔢 Choosing Finance Over Creative Interests Two years back, I faced a tough decision about the field I wanted to build my career in. Finance wasn’t my first choice — I’ve always had a love for creative things, and it was something that felt more natural to me. But I wanted to challenge myself and do something different. Something about finance intrigued me. 😍 Eventually Enjoying Finance To be honest, the start was tough. Numbers, investments, markets — it was a lot to take in, and I had plenty of moments where I wondered if I made the right call. As time went on, I began to realize that finance isn’t just about numbers. It’s about understanding how the world works. Eventually, I found myself not just getting the hang of it, but actually enjoying it. ✨ Having Zero Regrets Now, I can confidently say that choosing finance was one of the best decisions I’ve made. It has empowered me in ways I didn’t expect, and I’m really proud of the journey so far. 🛤 Staying Open to New Fields That said, I’m still open to exploring other interests in the future. I think it’s important to stay curious. Who knows where life will take me next? But for now, I’m loving this ride! #NoRegrets #FinancialJourney #AlwaysLearning #StayCurious

Quick Story 🔔 🔢 Choosing Finance Over Creative Interests Two years back, I faced a tough decision about the field I wanted to build my career in. Finance wasn’t my first choice — I’ve always had a love for creative things, and it was something that felt more natural to me. But I wanted to challenge myself and do something different. Something about finance intrigued me. 😍 Eventually Enjoying Finance To be honest, the start was tough. Numbers, investments, markets — it was a lot to take in, and I had plenty of moments where I wondered if I made the right call. As time went on, I began to realize that finance isn’t just about numbers. It’s about understanding how the world works. Eventually, I found myself not just getting the hang of it, but actually enjoying it. ✨ Having Zero Regrets Now, I can confidently say that choosing finance was one of the best decisions I’ve made. It has empowered me in ways I didn’t expect, and I’m really proud of the journey so far. 🛤 Staying Open to New Fields That said, I’m still open to exploring other interests in the future. I think it’s important to stay curious. Who knows where life will take me next? But for now, I’m loving this ride! #NoRegrets #FinancialJourney #AlwaysLearning #StayCurious

𝗪𝗵𝘆 𝗜 𝗖𝗵𝗼𝘀𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗶𝗻𝗴: 𝗠𝘆 𝗝𝗼𝘂𝗿𝗻𝗲𝘆 𝘁𝗼 𝗛𝗲𝗹𝗽𝗶𝗻𝗴 𝗢𝘁𝗵𝗲𝗿𝘀 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗪𝗵𝗮𝘁 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗠𝗼𝘀𝘁 When I started out, I never imagined I would end up in financial advising. Like many, I was focused on making it through the day-to-day grind. But as I learned more about how financial planning can change lives, I realized it was more than just numbers—it was about giving people peace of mind, knowing they’ve secured their future and the future of their loved ones. I’ve seen firsthand how life can take unexpected turns, and that’s why I chose this career. It’s not about selling products; it’s about giving people the tools they need to overcome financial uncertainties and live with confidence. To anyone thinking about their financial future: it’s never too early, and it’s never too late to start planning. Let’s make sure that when life throws a curveball, you’re ready. I’m here to help. #FinancialPlanning #InsuranceMatters #SecureYourFuture #FinancialAdvisorPH #WealthProtection #RiskMitigation #FinancialFreedom #TopOfMindAdvisor

Two years ago, I took a leap of faith, leaving behind a fulfilling 22-year corporate career in IT to pursue something I’ve always been passionate about: Personal Finance. This journey has been about empowering others to achieve financial freedom (like what I did) and live the lives they've dreamed of. The transition wasn't easy, but my corporate experience has been a tremendous asset. Years in IT taught me the value of discipline, strategic planning, and clear communication. These skills are just as important in personal finance — whether it’s developing tailored financial plans, navigating market dynamics, or offering sound advice to clients. Every lesson and milestone from my corporate days now shapes my approach, making me a more empathetic and effective guide for those seeking financial security. I am grateful for the opportunity to turn my passion into a profession and make a real difference in people's lives. Here’s to more growth, more learnings, and more financial freedom for everyone I have the privilege to work with! #CareerTransition #FinancialFreedom #PersonalFinance #LifeGoals #CorporateToPassion