Building a Financial Plan That Fits You

About this episode

In this episode, Jessica Rubio and Jeff Adams discuss creating personalized financial plans and the factors that influence our relationship with money.

Building a financial plan isn’t about having it all figured out, it’s about meeting yourself where you’re at and getting started. In this episode of Wallet Watch, host Jessica Rubio sits down with Jeff Adams of TrulyU Wealth Management and Investment Services for a conversation about what it really means to create a financial plan that fits you. Together, they unpack why financial planning isn’t one-size-fits-all, and how things like mindset, comparison culture and past experiences shape our relationship with money. Jeff also reminds listeners how small, intentional actions taken now can lead to meaningful long-term progress.

People in this episode

Host: Jessica Rubio

Guest: Jeff Adams

Topics covered

• financial planning
• mindset
• comparison culture
• money management

Keywords

• financial plan
• intentional actions
• long-term progress

Mentioned in this episode

Products: TrulyU Wealth Management and Investment Services

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