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We’re peeling back the curtain on the world of financial planning, where compassion, dedication, and a bit of tough love come together.

Join Regina McCann Hess, a seasoned financial planner, who shares how her approach goes far beyond the numbers—focusing on life’s transitions and ensuring clients are prepared for every twist and turn. This conversation showcases the power of heartfelt financial planning, from guiding through divorce to offering support during market downturns and life's losses. Discover insights on valuing services, overcoming entrepreneurship's loneliness, and building a dedicated team. It's about humanity, not just numbers.

🎧 Listen now to learn how to make your finances work for you with heart and purpose!

Key Takeaways from this Episode

• The essence of a heart-led business in financial planning
• Specializing in financial guidance for individuals undergoing divorce
• The emotional intelligence required in financial advising
• The importance of updating legal and financial documents
• The challenge of raising fees and valuing your service
• The process and challenges of hiring staff that align with your values

About the Guest
Regina McCann Hess is a Certified Financial Planner and Certified Divorce Financial Analyst and the founder of Forge Wealth Management with over 25 years of experience in financial services. She is the author of Super Woman Wealth, empowering women to take control of their finances. Regina has featured on Yahoo Finance and Forbes, hosts the Women & Wealth podcast, and supports her community through St. Mary's Franciscan Shelter.


Additional Resources

• Website: www.reginamccannhess.com & www.forgewealth.com
• Facebook: www.facebook.com/ForgeWealth
• LinkedIn: www.linkedin.com/in/reginamccannhess
• Instagram: www.instagram.com/ForgeWealthManagement
• Youtube: www.youtube.com/@forgewealth/videos
• Book: Super Woman Wealth-How to Become Your Own Financial Hero

Tap here to explore the profound wisdom in our conversation: https://tinyurl.com/yutdf6wx

Up Next…
Join Brian Smith, a Grief Guide and author, on an emotional and uplifting journey. After losing his daughter Shayna, he helps others navigate grief and find purpose.

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