Empowering Financial Intelligence for Modern Families with Eric and Kali Roberge

Empowering Financial Intelligence for Modern Families with Eric and Kali Roberge

Whether you're balancing a high-powered career with family life or planning major life transitions, Eric and Kali Roberge have you covered! Join us as they share their journey into wealth management, highlight common financial missteps young families...
29 Minuten

Beschreibung

vor 1 Jahr

Whether you're balancing a high-powered career with family life
or planning major life transitions, Eric and Kali Roberge have
you covered! Join us as they share their journey into wealth
management, highlight common financial missteps young families
make, and offer insights on aligning financial strategies with
personal definitions of wealth. Press play now!


 


 


Key takeaways to listen for


The importance of early financial planning

What wealth truly means beyond just money

Experts' approach to managing high-profile careers

Why both partners' involvement is crucial in financial
planning

How an open dialogue helps adjust family and financial
goals 



 


 


Resources




The Family Board Meeting by Jim Sheils | Kindle, Paperback,
and Hardcover




 


Take control of your finances with a complimentary one-page
financial plan from Beyond Your Hammock! Schedule your
consultation today at http://beyondyourhammock.com/schedule and
start navigating the right path to financial freedom!


 


 


About Eric and Kali Roberge


Eric Roberge, CEO and Financial Advisor, and Kali Roberge, COO
& Creative Director of Beyond Your Hammock, who also happens
to be husband and wife. Eric and Kali understand the challenges
of financial planning around families and children because, as
parents themselves, they’re in the trenches. They’ve had to have
those tough conversations, make hard choices around career
tradeoffs, and balance family life with personal priorities and
time. They also know what it takes to build a financial plan that
serves every family member.


 


 


Connect with Eric and Kali


Website: Beyond Your Hammock

Instagram: @beyondfinances

LinkedIn: Eric Roberge CFP



 


 


Connect with Us


To learn more about us, visit our website at www.18summers.com or
email us at info@18summers.com. To get a copy of our book “The
Family Board Meeting”, click here.


 


Subscribe to 18 Summers Podcast and leave a rating and written
review!


 


 


Social Media Channels


Facebook Group: 18 Summers

LinkedIn: Jimmy Sheils

Instagram: @18summerstribe

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