In this episode, my guest is Gus Kristoferson, a CFP® as well as a CFA.  He has a Master's degree in finance and is the founder of Money on the Mind, a life-centered financial planning firm empowering psychiatric nurse practitioners to think boldly as they envision the life they want and create a plan to bring that vision to life.  We discuss his path to becoming a financial advisor and getting all the needed education to be able to help others with their finances.  He talks about the unique challenges of psychiatric nurse practitioners and how he started to focus on this group of people.  We talk about Money Quotient, a company we both partner with that helps us dive deep into the life planning side of personal financial planning and how the self-discovery work enables us to align values with financial goals.  He describes his process of working with clients and how he takes people from being overwhelmed with their finances to having a solid financial life plan.  Gus also describes being a business owner and how he prepared to take the leap to entrepreneurship and gives some actionable tips on how you can build wealth, set yourself up for a successful entrepreneurship journey, and design your ideal life.


https://www.linkedin.com/in/guskristoferson
https://www.instagram.com/moneyonthemindfp

Ver todos los episodios