Building a Financial Plan That Fits You

Building a financial plan isn’t about having it all figured out, it’s about meeting yourself where you’re at and getting started. In this episode of Wallet Watch, host Jessica Rubio sits down with Jeff Adams of TrulyU Wealth Management and Investment Services for a conversation about what it really means to create a financial plan that fits you. Together, they unpack why financial planning isn’t one-size-fits-all, and how things like mindset, comparison culture and past experiences shape our relationship with money. Jeff also reminds listeners how small, intentional actions taken now can lead to meaningful long-term progress.