Financial literacy builds wealth—not the other way around.
In this episode, Kaitlyn Laney, Financial Advisor at Trek Wealth Solutions, shares strategies to help women build lasting wealth. She provides actionable insights on setting financial boundaries, leveraging tax-efficient savings, and making smart investment decisions.
We discuss the importance of financial planning and how you can align your goals and finances to create a future that supports both you and your children.
It’s time for us to stop waiting and start building the financial life we deserve.
Be inspired in this episode of Happy Life Agenda: Take These Vital Steps To Unlock Financial Freedom.
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Kaitlyn Laney, Financial Advisor at Trek Wealth Solutions, is dedicated to empowering individuals on their journey to financial freedom. Growing up in a single-parent household, she developed a deep appreciation for financial responsibility and smart wealth management. Kaitlyn specializes in strategic asset allocation and tax-efficient investment planning, ensuring her clients maximize their financial potential. By crafting personalized financial strategies, she helps individuals build lasting wealth while minimizing risk. Her passion lies in guiding others toward financial confidence and long-term success.
Connect with Kaitlyn Laney:
Website: https://www.mytrekwealth.com/
LinkedIn: https://www.linkedin.com/in/kaitlynlaney/
https://www.linkedin.com/company/trek-wealth-solutions/
Facebook: https://www.facebook.com/trekwealth
Instagram: https://www.instagram.com/kate_financial_phenom/
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Dani Cee is a seasoned Chief Marketing Officer with nearly 20 years of experience in wellness, fitness, and healthcare. She excels at crafting compelling stories and digital strategies for healthcare practitioners who are revolutionizing the industry. Dani specializes in content strategy, campaign management, and leadership development, helping organizations expand their reach and transform lives in the pursuit of better health. Her collaborative approach ensures alignment across teams, from physicians to sales, driving impactful results. Passionate about integrative medicine, Dani is dedicated to empowering individuals and organizations to discover their purpose and achieve their mission.
Connect with Dani Cee:
Website: https://happylifeagenda.com/
LinkedIn: https://www.linkedin.com/in/daniellectworek/
Instagram: https://www.instagram.com/happylifeagenda/
X: https://x.com/happylifeagenda
Facebook: https://www.facebook.com/people/The-Happy-Life-Agenda/61565505746323/
#WomenEntreprenuer #FinancialPlanning #FinancialFreedom #FinancialAdvisor #HappyLife
