I have zero desire to mislead you regarding my qualifications. Basically, right now, I don’t have any formal education in financial planning. I do have a bachelor’s degree, but it is in Psychology. I worked as a bookkeeper for about a year, and I took a financial coaching class through my church. I’ve also read a large number of books about finance, economics, investing, and budgeting.
Although my plan is to take classes in financial planning and receive certification, this hasn’t happened yet. So please take all advice on this blog with a grain of salt! I try to recommend actions that have worked for me, but that doesn’t mean they will necessarily work for you.
As my career (hopefully) progresses, I will update this section of Two Talents. That way, you know your source’s qualifications!