Today we’d like to introduce you to Stephanie Olson.
Hi Stephanie, thanks for joining us today. We’d love for you to start by introducing yourself.
Adulting Financial was started to fill a need. There is a huge gap of resources for those looking to improve their financial wellness, which starts with a budget. I noticed that many people were skipping the most crucial steps in their personal finance journey and jumping directly to investing before securing their financial wellness first. Adulting Financial was founded to fill that gap. I studied Finance in college, and even before that, I knew that I wanted to help others with their finances. In high school, I created my first budget template and even started writing a budget book. I was extremely excited to continue my education focused on Finance. I learned a lot about investing and financial calculations, but there really wasn’t a focus on – what I consider – the important stuff. Many of my classmates went on to become financial advisors, which help people invest their money for the future, but I wanted to help people now.
I’m sure you wouldn’t say it’s been obstacle-free, but so far would you say the journey has been a fairly smooth road?
We’ve seen amazing results in clients’ progress, which is a huge success. But our goal is to change the culture in the finance community, which is a continual challenge. There is a stigma of shame and judgment around budgeting, which is so embedded in our culture. We are striving to change that conversation. Adulting Financial aims to focus budget conversations on goals and values (not lattes and avocado toast). Connecting your budget to shame is the quickest way for it to fall apart and start an unhealthy relationship with your money. You shouldn’t feel like you’re fighting against your budget, but instead, feel like you own it and direct it where you want it to go.
I believe that opening the conversation, and keeping it open, leads to healthier relationships with your budget, as well as in personal relationships and within your family.
Thanks – so what else should our readers know about Adulting Financial?
Adulting Financial is the first resource for taking control of your financial future. We specialize in building personalized financial plans based on your goals and values. It might be easiest to tell you what we’re not. We’re not judgmental or shaming. We don’t tell you where to spend your money or tell you that you need to change. We do give you the resources, education, and support to take control for yourself.
Adulting Financial is your partner to help navigate through life’s changes and keep you reminded of your long-term goals. We cover everything from budgeting, saving for a wedding, paying off debt, to investing.
Providing a judgment-free space to talk about money is the fundamental value of Adulting Financial, and we’re extremely proud to be a place for support and growth.
Can you talk to us a bit about happiness and what makes you happy?
It makes me unbelievably happy to see clients take hold of their financial future and reach a point where they no longer need my help. My goal is to educate others on effective and healthy budgeting strategies and tools to achieve financial wellness. Being able to see those strategies pay off and change others’ lives is the greatest fulfillment I’ve experienced.
- Unlimited 1:1 Sessions: $55 Monthly
- Group Classes: Flexible Pricing
- Email: Adultingfinancial@gmail.com
- Website: www.adultingfinancial.com
- Instagram: www.instagram.com/adultingfinancial
- Facebook: www.facebook.com/AdultingFinancial