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Meet Steven Gay

Up next in our ‘Meet the Expert’ series is Steven Gay. Steven lives in Fort Worth, TX, and is one of our financial guides and is an Accredited Financial Counselor® candidate. 

Q: What got you interested in personal finance and coaching?

A: Ministry work through my local church provides emergency assistance for those in crisis situations. Trying to provide hand-ups instead of hands out many times meant looking at spending and trying to find creative solutions to avoid similar situations in the future. 

Q: Do you have any pets? 

A: Dog, Mocha, 15 years old.

Q: What do you love about being a Financial Guide?

A: As a guide, I feel a sense of responsibility to provide the very best guidance and recommendations given this level of trust.  I enjoy discussing household goals and brainstorming together a plan/action to achieve their goals.  Any new tool and knowledge put into action can literally change the financial trajectory of a family and that is awesome!

Q: What’s your favorite financial topic to discuss/help people with? 

A: Household budgeting and College savings goals/plans

Q: If you gave a 10min Ted Talk today what would it be about?                                 

A: College Savings Plan

Q: What is your biggest win as a Financial Guide so far? 

A: Having a client see how being free of consumer debt could help elevate the well-being of their entire household.  Moreover, the client and spouse develop an action plan to get out of consumer debt by age 50.

Q: Share a moment with a participant that impacted you.  

A: Discussed savings goals for households and how college investing was happening but really without a plan.  Made me realize that it is important to have a plan to go with investing money.  Ensures confidence in actions.  Moreover, plans can be discussed with high school students so they are aware of the college funding plan.  

Q: What’s a hobby that brings you joy?

A:   Camping and hiking

To read Steven’s blog posts, click here!