Discover How to Organize Your Financial Life with Nancy Doyle

Off the Fence with Karen Covy: Mastering Decision Making, Divorce & More

Are your finances a cluttered mess? You're not alone! Nancy Doyle, an experienced financial professional and author, shares her knowledge and expertise to help you organize and understand your finances so you can regain control of your financial life.
Nancy talks about how to get your financial house in order, create an "ICE" file, and take inventory of all your financial documents. She also discusses the simple things you can do to empower yourself when it comes to your finances so that you're ready for whatever life might throw your way.
Nancy also breaks down the basics of investing. She shares her framework for investing and discusses the challenges of choosing a financial advisor who aligns with your needs and aspirations.
Finally, Nancy shares some valuable resources and words of wisdom that will help you stay on top of your financial game. Join us on this journey to financial clarity and control. Nancy's insights are not to be missed!
About Nancy
Nancy is an experienced family office investment professional and author of Manage Your Financial Life - A Thoughtful, Organized Approach for Women and Manage Your Financial Life - Just Starting Out. In her consulting practice, she focuses on financial wellness and engagement for women and millennials, as well as family wealth topics. Nancy is an impactful speaker covering a variety of financial literacy topics in a relatable, easy-to-understand fashion and has been a guest on TV, podcasts, and radio programs. A graduate of Georgetown University, Nancy received her MBA from the University of Michigan Ross School of Business. She holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Therapist-Level I™ Practitioner (CFT-I™), and a Professional Member of NAPO (National Association of Productivity & Organizing.)

Where to Connect with Nancy

You can learn more about Nancy on her website at Nancy Doyle and find helpful financial resources on her blog, Manage Your Financial Life. You can find Nancy on X (formerly Twitter) at Nancy Doyle and on Instagram at Nancy Doyle. The best way to reach Nancy is via email at [e-mail]. You can also purchase Nancy’s book, Manage Your Financial Life.
Karen Covy is a Divorce Coach and Consultant, Lawyer, Author, and Speaker who is dedicated to helping people make the best decisions possible for themselves, their families, and their future - especially in stressful times. You can check out Karen's videos on YouTube.
You can connect with Karen on LinkedIn, Facebook, Instagram, Twitter, and on her own website at karencovy.com.

Розділи

1. Discover How to Organize Your Financial Life with Nancy Doyle (00:00:00)

2. Taking Control of Your Financial Life (00:00:10)

3. Financial Spring Cleaning and Password Management (00:08:04)

4. Managing Finances and Simplifying Financial Life (00:13:56)

5. Investing and Choosing a Financial Advisor (00:27:44)

6. Contact Information and Words of Wisdom (00:36:16)