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OnRoute to Wealth
A show for visionaries, entrepreneurs, leaders, and change-makers who have big visions. And guess what?? Those visions are expensive!! So we maximize the money we're earning to invest and build wealth so that we can fund our dream life, support our family and create generational wealth, and give generously to communities we care about. We build wealth through practical financial and wealth-building strategies, growing our relationship and mindset with money, and embodying an elevated energy around what it feels like to be wealthy, right now.
OnRoute to Wealth
Special Needs Planning with Kim Wren
Financial planning needs to be more inclusive and my guest today, Kim Wren does exactly just that. On her personal journey of financial planning, she quickly realized how much of a need there is for sustainable and practical financial planning for so many underserved communities. She focused on minority investors at the start of her career, and quickly pivoted to helping clients with special needs get their financial planning on track.
Kim is the embodiment that everyone deserves the space to be financially stable and healthy. Her work empowers people from many communities to break down the glass ceiling and create a financially free future.
In this episode, we talk about:
- Kim's journey from being a middle school music teacher to a financial planner
- The specifics of financial planning for people with special needs
- A break down of why financial planning needs to be more inclusive
and so much more!
You can find Kim here:
Linked In: https://www.linkedin.com/in/kimtalkswealth/
Facebook: https://www.facebook.com/kimtalkswealth
Website: https://bergerwealthservices.rwbaird.com/