Up next in our ‘Meet the Expert’ series is Steven Gay. Steven lives in Fort Worth, TX, and is one of our financial guides and is an Accredited Financial Counselor® candidate.
Q: What got you interested in personal finance and coaching?
A: Ministry work through my local church provides emergency assistance for those in crisis situations. Trying to provide hand-ups instead of hands out many times meant looking at spending and trying to find creative solutions to avoid similar situations in the future.
Q: Do you have any pets?
A: Dog, Mocha, 15 years old.
Q: What do you love about being a Financial Guide?
A: As a guide, I feel a sense of responsibility to provide the very best guidance and recommendations given this level of trust. I enjoy discussing household goals and brainstorming together a plan/action to achieve their goals. Any new tool and knowledge put into action can literally change the financial trajectory of a family and that is awesome!
Q: What’s your favorite financial topic to discuss/help people with?
A: Household budgeting and College savings goals/plans
Q: If you gave a 10min Ted Talk today what would it be about?
A: College Savings Plan
Q: What is your biggest win as a Financial Guide so far?
A: Having a client see how being free of consumer debt could help elevate the well-being of their entire household. Moreover, the client and spouse develop an action plan to get out of consumer debt by age 50.
Q: Share a moment with a participant that impacted you.
A: Discussed savings goals for households and how college investing was happening but really without a plan. Made me realize that it is important to have a plan to go with investing money. Ensures confidence in actions. Moreover, plans can be discussed with high school students so they are aware of the college funding plan.
Q: What’s a hobby that brings you joy?
A: Camping and hiking
To read Steven’s blog posts, click here!
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