Pay Yourself First – it’s a thing with Kaitlyn Laney

Get Your FILL, Financial Independence and Long Life

Have you ever heard some business guru telling you to pay yourself first and thought: As if!
Have you wondered whether your business could actually support you and your family?
Do you wish that you could budget your personal finances but can’t because you don’t actually have a reliable paycheck?

You need to hear this!

On today’s episode of Get Your FILL – Financial Independence & Long Life podcast, Certified Financial Planner, Kaitlyn Laney, shares the secrets to being able to plan for retirement as a self-employed person.

Watch the video: https://youtu.be/TZRIQmPo3hw

Connect with Kaitlyn: https://www.mytrekwealth.com/staff/kaitlyn-laney/

About Kaitlyn:

Kaitlyn Laney is a dedicated Certified Financial Planner serving Greater Scottsdale, Arizona. She emphasizes taking action and avoiding procrastination when advising the individuals, families and small business owners she works with. With more than a decade of experience, she has put countless clients in what she calls “the financial front seat,” – helping them to enjoy their life while ensuring their retirement and legacy are protected.

Born and raised in the Bay Area of California, Kaitlyn draws inspiration from her single mother’s unwavering determination and work ethic. She graduated from Arizona State University – where she was the starting goalie for their DI water polo team – with a degree in finance. She then embarked on a successful career and has worked at Vanguard, Fidelity, and as a successful independent financial advisor.

Kaitlyn specializes in implementing asset allocation techniques that align with her client’s individual circumstances and financial goals. By understanding their risk tolerance, time horizons, and investment objectives, she constructs diversified portfolios aimed at helping her clients achieve their goals. Her knowledge of tax-efficient investment approaches is focused on helping clients keep more of their hard-earned money.

Outside of her professional endeavors, Kaitlyn enjoys her role as a wife to Max and mom to son Landon. She and her family prioritize giving back to their church community. They actively support local Arizona charities, including A New Leaf and the Diaper Bank of Arizona.