We often wonder what the point of having or setting a goal is, and we can often find ourselves too busy to think about setting long-term or even short-term goals. Most of the time, we are content with having a goal of getting through the day without too much stress. However, setting a goal can play an essential role in our lives. Especially if we desire to reach for something that feels fulfilling in our life, an intention can stir up the decisiveness needed to perform the tasks.
Meet Kristen Cunliffe, a Financial Adviser who began her financial services career by chance back in 1998. She joined a financial services practice as an Office Administrator and fell in love with the profession. The idea of helping peoples plans became a big passion of hers, and she set about gaining the qualifications. Ten years ago, she then decided that she wanted to be the master of her own destiny and launched Red Star Wealth Management.
She is also the author of Easy Money, an educational book giving bite-size insights into finance. The idea for her book came about five years ago and has grown into a second business. Kristen loves educating people on finance and empowering them to take control of their money and future plans.
I have a passion for helping people – I am such a people person and truly love to give support.
The tough decisions are yours to take, especially when you are the boss, and that inner peace is actually the most important thing
Empowerment, confidence, understanding and a process of building financial resilience.
Life-changing. So much of what we do in life involves money at some point.
There is not enough room for that answer. I do not like to beat that drum, but if I listed it all, it would not sound real.
I was born in Blackpool, Lancashire, where I still have my office, I am married to Nick, and we live now in Lytham St Annes. Our daughter Izzy has recently moved out and is about to open her shop Pot Bound in St Annes town centre. She is an artist, and this was her life venture instead of going off to university.
I have been a qualified independent financial adviser since 2001 and opened my business Red Star Wealth in 2011. Being independent is really important to me and my business ethos. It means that the solutions I offer are truly in the best interests of my clients and not services that have been selected by a third party for reasons other than client need. Large scale financial advice companies can be prescriptive on what their advisers should recommend. I do not follow that type of model; instead, when clients seek my advice, that is exactly what they get, my experience, my expertise and a solution genuinely tailored for them. I believe that means my clients experience much more personal service.
My husband and I are also both higher education tutors and provide financial workshops across the UK, so I have a lot of experienc