Welcome to this special FPA week episode!

Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership Team. She is currently studying for her CFA and specializes in estate planning, helping clients build their legacy and honor the wishes of their loved ones.

"Getting to walk alongside clients and their families when they've lost someone and saying, 'Hey, I'm handling all this paperwork, and I know this process, so let me walk through it with you so that you don't have to worry about money."

Emma Cramm never expected to take an interest in financial planning. When she was younger, she wanted to become a basketball coach and had no interest in money. However, her family went through difficult financial times and so she decided she would never worry about money. A family friend suggested she look into financial planning, and she ended up interning in it. She soon realized this was the career she was meant for and loves helping clients through their financial worries. She also has a heart for mentoring younger people and wants to help them make smart financial decisions. She realized her perfectionism had been guiding her and she needed to focus on her heart and her passion. Now, Emma Cramm is an experienced financial planner and mentor who is passionate about helping others and finding their own freedom.

In this episode, you will learn the following:

1. How Emma's original life dream of becoming a basketball coach led her to financial planning

2. The unique opportunities of helping clients with financial literacy and planning, especially younger generations.

3. How to define and achieve true freedom in life and career.

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https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

Emma Cramm: Challenging Your Thinking, Estate Planning & Beyond 34:49 Share

Framework with Ana Trujillo Limón

Shownotes Transcript

Emma Cramm: Challenging Your Thinking, Estate Planning & Beyond