Dragonfly Financial Solutions LLC believes that everyone should have access to high quality financial counseling, education, and coaching so that they can live their best financial lives.
All in Professional Issues
If you are having trouble connecting with others in your thoughts about money, consider if neurodiversity (yours or theirs) is the cause.
Knowing what’s what benefits both you and your clients.
Advocacy needs to be a part of your financial capability practice, as it is just as important as financial counseling and education.
Striving in your career is seen as necessary for experiencing success, but what if all that hard work leads to your demise? What happens to your finances as a result?
Helping professionals like you might be feeling the effects of burnout after this year+ pandemic. Let’s band together to lift each other up.
As a financial capability professional, not only do you provide direct service to your clients, you also promote financial stability among all of the households in your community. And part of promoting financial stability is supporting the ability to freely cast a vote for your elected officials.
The goal of niching your business is to attract the exact right customers who will most appreciate the special talents that you have to share. Doesn’t that sound lovely?
While this slow-and-steady process might feel at first like it’s not going to work, using coaching techniques ensures that your clients baked-in learning wins the race.
What is the question that could change the trajectory of your financial life?
Discovering your “why” gives you the superpower to sustain your motivation in your work, come rain or shine.
It’s about the money, yes, but financial success is also about what Commonwealth calls having a “financial security mindset.”
Radical listening and vulnerability is a tactic for building bridges of understanding that will allow you and your listening partner to feel truly heard, and in turn will forge deeper bonds.
Expanding your one-to-one client relationships to a one-to-many online community gives your clients the chance to grow and learn from each other, and you might benefit from it too.
Getting money in the hands of hardworking households is the quickest and most direct way to ensure financial stability for all.
In a field that has traditionally conducted its services IRL, you now have the opportunity to adapt your offerings to meet your clients where they’re at. Literally.
Reparations as a real way for "a rising tide lifts all boats."
"One of the most sincere forms of respect is actually listening to what another has to say." -- Bryant H. McGill
In a time when your clients need you even more than ever -- while you might feel limited in what you can do -- it is crucial that you prioritize self-care so that you can keep going for the long haul.
