A well-rounded financial plan for a well-rounded life
Wouldn’t you agree that a successful financial plan is one that not only addresses the numbers but also addresses the whole person?
In other words, wouldn’t you agree that how you manage your money mindset and what you allow to influence your financial decision-making determines how well you spend your life?
Well, that’s exactly what Note Advisors, LLC believes.
If you’re ready to go beyond the numbers, join Kristi Fields in conversation with UB alumni, Shawn Glogowski, BA '06, CFP®, EA and Christine Mathieu, BA '91, B.Msc., Certified Money Coach (CMC)® as they talk about what it really takes to achieve wealth and live life fully.
About Shawn Glogowski and Christine Mathieu
Shawn Glogowski is passionate about a couple of things. The first is his family. He considers his wife Sarah the secret to his success. They have two daughters, Addison and Olivia, who remind him of why he does what he does. His second passion are his clients. He loves sharing his knowledge with anyone who’s ready to achieve their vision in their own life and business. This typically revolves around the wealth planning process. As a Certified Financial Planner®, Shawn helps you create, implement, and monitor a comprehensive financial plan that aligns your personal and business visions. This includes strategies around investments, taxes, retirement, and estate planning.
Along with being a CFP®, Shawn also holds Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), and Chartered Life Underwriter (CLU) designations with The American College. Shawn is also an Enrolled Agent (EA) with the Internal Revenue Service which allows him to represent taxpayers before the IRS. He is involved in the Financial Planning Association (FPA), Financial Planning Counselors of WNY, Estate Analysts of WNY, National Association of Tax Professionals and National Association of Enrolled Agents (NAEA), is a director of the Buffalo Renaissance Foundation, on the Board of the Ronald McDonald House and is a past President of the Rotary Club of the Tonawandas.
To Christine Mathieu, wealth has nothing to do with money. Instead, wealth is a state of well-being – our state of happiness and fulfillment. Our purpose, then, is to live in a way, personally and financially, that supports our well-being and the well-being of others.
As a survivor of cancer, divorce, and bankruptcy, Christine knows a great deal about navigating major life transitions. Through her experiences, she has learned that we hold the answers to our problems and struggles. The key is to learn how to trust yourself, allow what matters most to take the lead, resulting in wonderful and unimaginable outcomes.
Through wealth coaching, Christine teaches individuals, families, and business owners how to transform their relationship with wealth by changing the way they look at money, what they believe about themselves, and what they think is possible.
Christine is a Certified Money Coach (CMC®) as well as an ordained Metaphysical Minister and holds a Bachelor’s degree in Metaphysical Science. She also has decades of experience as a financial advisor, legacy officer, and as a wealth coach. “Coffee” is Christine’s favorite time of day, spirituality is her favorite subject, and if she is not at work or at home, you will find her on the sidelines of a soccer field cheering on her boys.