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It’s my pleasure today to introduce Alison Setton, Mutual Fund Representative at WFG securities Inc., Insurance Agent at World Financial Group, and Financial Educator at How Money Works. 

Alison believes people need more from our financial industry & she’s working to help change the way services are delivered beginning with financial literacy. Teaching people how money works. Aiming for a world where everyone has access to the tools and support needed to create a better life for themselves and their children. 

I asked Alison the following questions: 

  • Can you expand on what’s missing from the industry today? 
  • What are you doing to make change? 
  • What are key elements of financial planning that are missing today? 
  • How are you able to make complex financial concepts into digestible parts for all to understand? 
  • How can what you do lend a hand to those looking to get into homeownership? 
  • What else should we know? 

Reach out to me for your personal introduction to Alison today!

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Ready for more? 

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#financialplanning #financialliteracy #howmoneyworks #mortgagetips #mackenziemortgage #katymackenzie

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