Episode 114

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Published on:

20th Sep 2021

Establishing Goals with Anna N'jie-Konte [Step 2 of Financial Planning]

Many of you want to live a life wherein you no longer need to worry about your finances and spend freely without even thinking about it, but before you can reach that point, you’re going to need to establish some goals first. 

Join me in today’s episode alongside Anna N'jie-Konte, a certified financial planner and creator of “Dare to Dream Financial Planning”, as we discuss the importance of setting some realistic goals first before you can reach the financial stability that you really want in your life. 

She wants to show you that your dreams are truly attainable with the right strategy and by establishing the proper goals first. So take a listen and don’t miss out on the important lessons in this week's episode! 


Highlights

>> How Anna establishes goals for her clients 

>> Anna’s process with clients 

>> How Anna helps her clients

>> Anna’s advice for people setting their financial goals    

Connect with Anna 

>> Website (https://bit.ly/3tSsRd2)

>> Instagram (https://bit.ly/3ExaZte)

>> Twitter (https://bit.ly/3klmYSK)

>> LinkedIn (https://bit.ly/3ApjKmx)

If you loved this episode, you have to listen to these episodes as well: 

>> Your Finances and Circumstances with Luis Rosa (https://apple.co/2Xjtj8u)

>> Consistency is Life's Cheat Code (https://apple.co/39n7hnQ)

>> Scoring in Life and in Finance with Darin Carter (https://apple.co/3nJgKy6)  

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 


Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.