Do Your Finances Stress You Out?

By Alana Heim, CPA/PFS, CFP®, CHDS

August 8, 2017


According to a PwC 2017 Employee Financial Wellness Survey, 53% of all employees are stressed about their finances. One in three employees report they are distracted by their financial situation.

I am curious, is this you?

If it is, what is it about your finances that stress you out and/or keeps you distracted at work?

I realize there are many sources of articles, tips, and videos to provide guidance but they can be very overwhelming.

As a Certified Public Accountant, a Personal Financial Specialist, and a Certified Financial Planner™, I strive to give as much value as I can to those who seek it. I believe in financial sustainability and financial freedom. I truly believe that YOU are meant to have it.

Sometimes, it feels impossible to believe that you can have all of that. Especially if you read an article that makes it sound SO simple and yet it still doesn't work... for you.

You are not alone. 

This is why I am endeavoring to find the balance in providing education in a way that I can simplify so you understand and then want MORE. 

Financial information has to appeal to you. It has to be concise and specific enough so you can take immediate action. It needs to be in bite size pieces that you can digest and keep down, instead of leaving you feeling nauseous and ready to hurl.

I also want you to come back to the information - again and again. 

So, what would that look like to you? What specific financial information do you want to learn about?

In what way would an article or video keep you returning for more, because it gave you confidence and peace of mind during viewing?

I am ready to create and tackle the world of financial basics for you, and I need you to share exactly what you need.

Please share your feedback and thoughts with me in this quick survey:

My intention is to supply you with the information you most desire so you can overcome financial stress and reclaim your financial peace of mind.

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