Getting Your Head Out of the Sand: Looking at Your Full Financial Picture
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The hardest step in taking control of your money isn’t mastering investments or choosing the perfect strategy—it’s being willing to look at your numbers without fear or shame. In this inaugural episode of The Wealth Development Studio, Senior Financial Advisor Genevieve George invites listeners to do exactly that: take a brave breath, lift their head out of the sand, and see their financial life clearly for the first time.
Listen in as Genevieve breaks down why so many capable people avoid their finances, how fear of “not knowing enough” keeps them stuck, and why getting curious is far more powerful than being perfect. You’ll learn the five core areas of financial planning and come away with a simple, confidence-building framework you can return to throughout your financial journey.
What You’ll Learn:
- Why avoiding your finances creates more anxiety and how awareness instantly reduces stress.
- How to get brave with your questions (even the ones you think you “should” already know).
- Why shame has no place in your financial life.
- What a “full financial picture review” really includes.
- The 5 Core Areas of Financial Planning, and why every plan should start here.
- The real key to long-term success.
Ideas Worth Sharing:
- "The sooner you know where you are, the sooner you can make a plan for where you want to go." - Genevieve George
- “These are your life savings. You are working really hard to sock this money away for your future goals. You deserve to have all of the information about your finances.” - Genevieve George
- “It does require bravery to just go ahead and say, 'You know what? Please, can you just walk me through that in a different way?' Particularly with your professional team, because that is their job: to make sure you know exactly what's going on with your financial picture.” - Genevieve George
Resources:
- Genevieve George: Website | LinkedIn
Connect with Us:
If you're ready to stop avoiding your finances and start building the future you deserve, schedule a free call with me at pelicanfinancialplanning.com and let’s create your personalized financial plan together.
And if you want ongoing guidance, clarity, and confidence as you grow your wealth, subscribe to our newsletter for financial insights delivered right to your inbox.