A comprehensive guide to enhancing your financial fitness
About the Book
Our goals are most often achieved through distinct planning and effective strategizing. Your financial future requires the same thoughtful care and attention.
This comprehensive financial wellness program is designed to teach you the skills you will need to improve your financial situation over time by developing healthy financial habits that will result in permanent lifestyle changes. This program is divided into five modules, you will complete: Commit to Success, Awaken Awareness, Sagacious Spending, Savvy Saving, and Implement Investing.
Over the course of this 40-day program, you will dive into your finances - analyzing your assets, behaviors, and lifestyle to understand and implement the healthy habits and strategies required to propel you towards the financial future you desire.
About the Authors
Francesca Gervascio-Franzen, CFP®
Francesca began working as a financial advisor in 2002 after graduating from the University of Missouri-St. Louis with a Bachelor of Science degree in astrophysics. Francesca holds a CERTIFIED FINANCIAL PLANNER™, which requires the completion of a comprehensive curriculum and exam, and ongoing education. Francesca grew up in the St. Louis, Missouri area and lived there until her husband joined the U.S. Army. His assignment to Fort Hood, Texas brought her to the Central Texas area. They live in Temple, Texas with their three children. Outside of the office, she enjoys helping her husband restore their home in Temple’s historic district as well as assisting with a menagerie of rescue cats and dogs.
Matt Gunter, CFP®, AAMS®
Matt has been advising clients and helping them manage their finances since 2007. Matt has achieved the designation of CERTIFIED FINANCIAL PLANNER™ professional, which required him to complete the rigorous CFP® certification process. To maintain the CFP® designation, Matt must continue to meet ongoing certification renewal requirements. To become an Accredited Asset Management SpecialistSM (AAMS®) designee, Matt completed a rigorous course of study and examination. A native Texan, Matt is a graduate of Lubbock Christian University, where he earned a bachelor’s in business administration and finance. Matt and his wife, Laci, have two children and attend Belton Church of Christ where he serves as a deacon. For fun and relaxation, Matt enjoys spending time with his family, attending various activities that his kids participate in, and hunting.
