Using Financial Planning to Build Your Dream Life with Caroline Tanis

In this episode Jess talks with Caroline , who is a Financial Advisor, Strategist, and Speaker, and also part of the Women's Wealth boutique. Caroline talks about how she felt like she hit a wall professionally and knew it was time to expand into something different. They discuss the importance of being able to express yourself in your profession and how at the women's wealth boutique that is something that is nurtured and encouraged. She also discusses the importance of matching potential financial clients with the correct advisors to achieve the best results for everyone. Caroline points out how important it is to have a comfortable relationship with clients where they feel that they can communicate in an open way to get the most out of the client/advisor relationship.

Show Highlights: 
• It's so important to be able to express yourself and be yourself in your profession
• We need to teach our kids about money regarding credit card debt/ students loans , and what the consequences of debt are
• It is vital that women become more involved and engaged in their finances, we need to make sure they are being included in these financial conversations 

Contact our guest:
https://tanisfingroup.com/
https://www.instagram.com/tanisfingroup/

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every other week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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