Personal Financial Health Check

Posted on July 18, 2019May 9, 2022

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As the flight attendants often say, “It’s critical that you put your oxygen mask on first, before helping others…” This is an important metaphor for all who lead the charge to realize impact on your missions—while maybe sacrificing the time it takes to achieve personal financial health! This fast-paced session led by AAFCPAs Wealth Management’s Wealth Advisor and Partner Carmen Grinkis provides tools so you may begin to prioritize this important activity for your future, and to give you a few precious moments to consider your personal financial planning.
These audio sessions were recorded live at AAFCPAs’ April 25th, 2019 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>

Watch the Full Video of this 12:08 Session

About the Author

Carmen Grinkis, PhD, CLTC, CFP®

Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, specializing in comprehensive financial planning solutions for individuals, families, business owners, nonprofits & foundations. Carmen is a licensed investment adviser and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. She also has a PhD in Clinical Psychology and fifteen years’ experience as a practicing psychologist. This perspective benefits clients because much of financial planning is about life planning.