Understanding Your Psychology of Money
THIS EVENT IS EXCLUSIVELY FOR FYLI TRIBE SUBSCRIBERS – IF YOU ARE INTERESTED IN JOINING CLICK HERE TO REGISTER
Many of our money decisions are based on deep underlying habits and/or what we witnessed as young adults, even if we don’t realize it.
When we recognize those habits and/or actions and talk openly about them, we can make better financial decisions and potentially avoid relationship conflict
This 30-minute workshop will teach you to identify your money psychology, so that you can make habit changes to help you spend your money inline with your values.
About Amy Irvine:
AMY IRVINE, CFP®, EA, MPAS®, CCFC
FOUNDER + CEO + FINANCIAL PLANNER
Amy Irvine, CFP®, EA, MPAS, CCFC, is the Founder and Owner of Rooted Planning Group, a planning group made up of 5 financial planners and 2 part-time staff members. She holds a Master’s Degree in financial planning and is a Certified Financial PlannerTM, Enrolled Agent, Certified College Financial Consultant, and a Financial Wellness Coach with over 26 years of financial planning and industry experience.
She is also the author of “Uncork Your Finances” and podcast host of Wine and Dime, which were both created as a way to blend two of her passions together and take the “scary” out of finance. Amy also co-founded the Southern Tier Women’s Financial Conference in 2014, which is an annual event with a day of collaboration, networking, and financial education for women.
Amy serves as a mentor to other women in the profession and sits on the National Board of the National Association of Personal Financial Planners (NAPFA).
Amy believes that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires. Amy is passionate about family, finances, and wine, which comes through in who she is and what she does. She describes herself as a wife, daughter, good friend, who happens to also be a financial planner.
The Rooted Planning Group (RPG) Team works virtually all over the U.S. helping clients nationwide. This team of dedicated financial planners is focused on providing clients with holistic financial advice tailored specifically to the client’s individual goals and life’s dreams. RPG’s mission is to celebrate, strategize, and consult with clients every step of the way on their wealth journey.
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