The road to financial freedom is a long and winding one, littered with challenges to overcome and lessons to learn. We are constantly on the look out for the big, life-changing moneymaking decisions, but lose sight of the many small optimizations that we can make to maximize our savings and grow our financial position securely. These small boosts here and there can add up, allowing us to reach new levels of efficiency with our financial planning that we never even knew were possible. These are the kind of opportunities for gain that CERTIFIED FINANCIAL PLANNER™ (CFP®) professional Veronica Karas specializes in. She has personally helped hundreds of clients from all walks of life to optimize their finances through her holistic financial planning.
Veronica noted that the lack of education on financial literacy was worrying, and believes it’s a necessary skill that everyone should have access to developing. One of her books aims to specifically address this issue with the title “Money Matters: Everything You Should Have Learned in School, but Didn’t“. She elaborates on all the moving parts in someone’s personal finances that can be overlooked or underdeveloped, stressing that optimizing these areas are key factors to living freely. “I just want people to be able to make sound financial decisions and become financially independent in a way that suits their values.” said Veronica.
With over 10 years of experience in the finance industry; initially in life insurance, then investment research before settling into a fulfilling role with financial planning, Veronica is an expert in her field, and pulls from her vast wealth of experiences to help educate and advise people on every aspect of their financial life. “We take an entirely comprehensive and holistic approach to someone’s financial life.” Veronica noted. “This includes everything from college planning, taxes, business setup and operation, estate planning, debt/student loans, insurance, investments, retirement and everything between!” She excels at managing complex financial situations, fitting all aspects of one’s life into a broad plan that allows her clients to sustainably work towards financial security. “I’ve helped clients buy homes, cars,send their kinds to college, and take their dream trips. I’m the first person my clients call when they have any financial decisions to make,” Veronica explains.
Veronica‘s passion for helping people to learn, grow, and seize their financial freedom is evident at the deep fulfillment she feels when she hears how her advice and teachings have impacted her clients. She incorporates transformational coaching techniques within her services to enrich her clients’ experiences, stressing the importance of a healthy, balanced lifestyle that cultivates the growth and abundance in wealth and happiness her clients desire. She’s published two books in her “Money Matters” series, and is currently working on a third installment (which will be book three of five in total), further demonstrating her dedication to her calling. Veronica explained, “The idea behind these books is that someone who can’t afford a financial advisor could still have access to the strategies and foundational knowledge I provide, enabling them to develop their own financial plans“
If you’re looking to take control of your finances, set your future up for success, or educate yourself on the possibilities that the pathway to financial freedom can offer you; connect with Veronica Karas through her website, LinkedIn, Facebook, or Instagram. She’ll make a tangible impact on your personal finances, and her resources will enable you to find a brighter, more informed perspective on your life!