In this episode of the Strong Roots Podcast, I had a visitor here in Oklahoma all the way from Upstate New York, Amy Irvine. Amy is the owner of Rooted Planning Group, a firm in which I am one of the financial planners. While here we were able to celebrate me earning my CFP and visit a great winery here in Oklahoma, “Girls gone Wine”. We also jumped in our affiliation with Fiscal Fitness Club, and how the coaching goes on there. It was a great talk, and if you are wondering what the Fiscal Fitness Club was all about, than this is the podcast for you! Be sure to rate and subscribe and thanks for listening!
Kerrie Beene, CFP®
My own personal financial journey has taught me that while they're important, life is more than numbers. Finding joy in the journey towards personal goals is key. A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals. I graduated from Southeastern Oklahoma State University with a degree in Business Administration and hold a certificate in Financial Planning from Wake Forest University. I passed the CFP exam in November of 2016 and I'm currently working towards my service hours. I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies. My roots in Southeast Oklahoma have given me great insight on the need for financial planning that is not just investment focused, but also on all the other financial planning decisions. I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams
Fiscal Fitness Clubs of America believes that the purpose of money is to first create financial security and then to accomplish your goals, while matching your values. We believe that joy in life can’t be separated from money, and that reducing financial stress through the management of cash flow and assets can add more joy to your life than owning “stuff,” or buying experiences at the expense of your financial security. We also believe that “knowing” and “doing” are not the same. Our goal is to give you the knowledge and tools to manage your financial life, so you get what you want from your labor and money. We are all about empowering you, not about you needing us. Our goal is that, at the end of our relationship, you will have confidence in your financial path and feel comfortable knowing what you need to do to manage your financial resources and advisors. That doesn’t mean you might not prefer to delegate some or all of the tasks to us or someone else. Whether or not our relationship continues, our goal is that you will have confidence in your ability to make informed decisions.
There is an important consequence of this philosophy. You will be committing your time and energy on a regular basis to:
Gathering and sharing data
Completing assignments, such as meeting with your insurance agent or organizing your paperwork
Committing to becoming comfortable with technology as a tool to manage your finances
Acting upon mutually agreed recommendations