My Work: Teaching the federally mandated Personal Financial Management Course for the two Fort Worth Standing Chapter 13 trustees, serving as a facilitator for TEN’S (Trustees’ Education Network) online course, “Finally Financial Freedom!,” and working with laity and clergy within the United Methodist Church to improve their understanding of debt management and their relationship with money.

My Roots: 100% Texan Y’all!

My Passion: My family and church

My Hero: Mother Theresa

My Favorite Quote:  “Earn All You Can, Save All You Can, Give All You Can!”  – John Wesley

My Personal Financial Resources: 

  1. Networking – especially at AFCPE Conferences. 
  2. AFCPE Library of CEU Opportunities

My Advice for Someone Beginning the Journey of Financial Education/Wellness: 

  1. Be kind to yourself! 
  2. Keep It Simple: Three Dollars a Day! 
  3. Communicate, communicate, communicate – with those in your household.  Without communication it is very difficult to move forward. 

My Way of Meeting People Where They Are:  I use real life stories in all my classes and many are from my personal life.  I have a Master’s in Counseling and I use reflective listening skills, interviewing for solutions techniques (including the “miracle questions”), and I LISTEN!

My Favorite Financial or Counseling Books: 

“Nickel and Dimed: On (Not) Getting By in America,” by Barbara Ehrenreich

“America Dream Women: Insuring Women’s Wealth,” by Mary Lynn Seebeck

“Interviewing for Solutions,” by Peter DeJong and Insoo Kim Berg

Follow me at:
Instagram @aatalmy

April 28, 2018

Amy A. Tate-Almy, AFC®, AFCPE® Member
Director/Financial Educator and Counselor, Money Matters Ministries, Associate Pastor, City Point United Methodist Church

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