EP. 13 Becoming A Certified Financial Planner®, Steps To Manage Your Own Money & When You Need Professional Personal Finance Help

Sami is back in season 2 of A Sunny Side Up Life Podcast!

In this season 2 debut episode, Sami chats about her journey towards becoming a Certified Financial Planner®, signs you need professional financial help and what to do if you can't afford that professional help.

She also catches us up on what she did during her podcast break, the different services Sami provides and to whom and what she's doing to level up her business in 2023.

In this episode, you’ll learn more about:

• Steps to take if you can’t hire a CFP®, budgeting coach or other financial expert
• Details on my CFP® including: cost breakdown, time commitment and intensity level
• How a CFP® is different than other types of financial expert certifications
• What working with a CFP® or financial expert can do for you and your money + more

MENTIONED IN THE EPISODE:

• https://www.fma.org/finance-certifications
• https://www.afcpe.org/certification/accredited-financial-counselor/
• https://www.businessinsider.com/personal-finance/financial-planner-vs-financial-advisor

PAST EPISODES YOU’LL ENJOY:

• BLOWING $600K, BREAKING UP WITH DAVE RAMSEY & QUITTING TEACHING FOR THE WORLD OF FINANCIAL COACHING
• FINANCIAL EMPOWERMENT FOR WOMEN
• 5 DIFFERENT DEBT PAYOFF METHODS AND WHAT COULD WORK FOR YOU

ASSUL RESOURCES:

• 1:1 Coaching With Sami: Apply today
• YouTube: Subscribe for free
• Instagram: Follow me on the ‘gram
• Facebook: Follow me on Facebook
• The Sunny Sqad: Join the VIP Facebook Group

SHOW INFORMATION:

A Sunny Side Up Life Podcast is a show for women who are ready to live an abundant life full of freedom + positivity. Sami Womack, nationally recognized money expert and finance coach guides listeners toward breaking free from survival mode, gaining financial freedom, staying motivated, and focusing on what matters most.

Learn more at: https://www.asunnysideuplife.com

HOST BIO:

Sami Womack is the brains behind A Sunny Side Up Life. Her weekly podcast has been downloaded over 250,000 times, and her story has been featured on YNAB, Debt.com, The Purpose Show with Allie Casazza, and The His & Her Money Show. When she’s not downing caramel coffee or homeschooling her daughters, she’s creating content, collaborating with finance/minimalist organizations, and inspiring women all over the world to live an intentional life.

She began this journey with her high school sweetheart, Daniel, and a debt price tag of $490,000. They both took control of their family’s finances by downsizing, budgeting, and changing habits. From this experience, A Sunny Side Up Life was born.

Today, Sami owns this business helping women get through dark times and experience the life-altering magic of intentional living.

DISCLAIMER(S):

This show may contain affiliate links or links from our advertisers where I earn a commission or direct payment.

Opinions are the creators alone.

Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice.

CREDITS:

• Podcast production: Weir Digital Marketing
• Research: Sami Womack + Vee Weir
• Editing: Joseph Bogumill