What does a dog named Marshmellow (yes, that's the proper spelling for this podcast!) have to do with financial planning in stepfamilies? Tune in to find out 3 key things related to blended family finances. Hint: investing in YOU is not a "one shot wonder," yet, it is possible to move from where you are to where you envision yourself to be, one intentional step at a time.
Wondering if step-parent coaching is right for you? Let's connect!
Welcome to the Bluff, Kaysi Gordon!
Kaysian Gordon, Wealth Advisor & Author, Momma to daughter & author, Amelia Gordon
[email protected]
30 minute insightful, free consult for blended family finances
Whether you're going through a divorce, engaged or blended & married, reach out to Kaysi to see if you're a good fir for how to get on track to begin living your Beautifully Blended financial future!
Interested in the author side of Kaysi? Check out her blog, here!
Kaysi is a seasoned professional who has worked in the financial industry for nearly 20 years. She is currently a Wealth Advisor at Clarus Group. Most recently, Kaysi was part of an elite 13 person team at UBS where she spent almost 17 years providing financial guidance and investment strategies for the firm’s “ultra-wealthy”, managing in excess of $500 Million in investable assets. Her client base consisted of entrepreneurs, CEOs and CFOs of Fortune 500 companies. Prior to joining the team at UBS, Kaysi began her career in Public Accounting.
Looking for more resources? Check out stepfamilypodcast.com today to find links to Masterminds, more podcasts, and coaching.
What does a dog named Marshmellow (yes, that's the proper spelling for this podcast!) have to do with financial planning in stepfamilies? Tune in to find out 3 key things related to blended family finances. Hint: investing in YOU is not a "one shot wonder," yet, it is possible to move from where you are to where you envision yourself to be, one intentional step at a time.
Wondering if step-parent coaching is right for you? Let's connect!
Welcome to the Bluff, Kaysi Gordon!
Kaysian Gordon, Wealth Advisor & Author, Momma to daughter & author, Amelia Gordon
[email protected]
30 minute insightful, free consult for blended family finances
Whether you're going through a divorce, engaged or blended & married, reach out to Kaysi to see if you're a good fir for how to get on track to begin living your Beautifully Blended financial future!
Interested in the author side of Kaysi? Check out her blog, here!
Kaysi is a seasoned professional who has worked in the financial industry for nearly 20 years. She is currently a Wealth Advisor at Clarus Group. Most recently, Kaysi was part of an elite 13 person team at UBS where she spent almost 17 years providing financial guidance and investment strategies for the firm’s “ultra-wealthy”, managing in excess of $500 Million in investable assets. Her client base consisted of entrepreneurs, CEOs and CFOs of Fortune 500 companies. Prior to joining the team at UBS, Kaysi began her career in Public Accounting.
Looking for more resources? Check out stepfamilypodcast.com today to find links to Masterminds, more podcasts, and coaching.