My Financial Journey: I’ve been there, have you?

Elizabeth Westendorf here. I’m an Associate with Fearless Finance® by Atwood Financial Planning. I’ll be launching and leading our new small group financial planning course, and I wanted to tell you a little bit about why this course is so important to me.

When I graduated from college, I made a lot of the typical financial mistakes. I signed a lease on an apartment that was too expensive, I got food delivered instead of cooking at home (a LOT), and I built up credit card debt. And then, I decided to adopt a new pet on top of all that. If you’ve made financial mistakes, I know how that feels. I’ve been there, too.

Finances are just math. So in theory, they shouldn’t be that hard. But they ARE. Why? Because it’s math with human emotion built-in. It’s personal, and it’s vulnerable. I get that. And as I dug myself out of my own financial hole and started learning the nuances and complexities of financial planning, I decided to devote my career to helping others do that, too. I firmly believe that financial planning advice should be accessible to everyone. My goal is to help as many people as possible find financial security and reduce stress about finances. This group course is an attempt to do that.

So many of us enter adulthood without having the personal finance information we need to be successful. It’s not consistently taught in school (high school OR college), and to add insult to injury, the traditional financial planning industry is not built for the average American. Those financial planners won’t even work with you until you already have $1 million, but most people need help getting to that stage (or even starting down that path).

We’re taking our hourly planning model and making it more affordable for people who aren’t ready to do one-on-one planning. We’re also incorporating a unique community element. The course will have a group of people who are striving toward the same things – achieving their financial goals.

If you want to make sure you’re the first to know when we open a new group course registration window, sign up for the Interest List. That way, you’ll have first dibs when registration does open. And, if you have any questions about our Small Group Planning Course, or about our philosophy and approach to financial planning, you’re welcome to email me at or view our Q&A videos on Instagram.