I was thrilled that Kristen Euretig of Brooklyn Plans was down to host an event together. She is a warm, approachable, humorous lady who defies traditional images of what a financial planner looks and sounds like.
We started off the night by sharing some general feelings about money and why we’d come to the workshop. Then we dug into what Kristen does as a financial planner: helping people assess their current spending and then working toward a manageable budget for smarter spending and saving. We all walked away with a vision of what we want our money to do for us as well as a concrete step we could take this week to help move us toward our financial mission statement.
My big takeaway was that the stress of overwhelming, daunting things dissipates when we realize that we’re not alone in our situation. Many people are anxious about their bills, their non-existent budget, living beyond their means. Realizing that financial illiteracy is nothing to be ashamed of is a first step in starting to accept reality and then trying to improve it.