Exceeds Expectations, Inc. has a new addition! We are happy to welcome Samantha Ellis as our Fundraising Manager. Sammie brings a wealth of knowledge and we cannot wait for you to meet her!
Read more to get to know a little more about Sammie!
Sammie, tell us about yourself!
I am a St. Louis native, a graduate of Drury University, and a newcomer to the KC area. I came from a writing and community banking background and I'm excited to be working with EEI.
What made you want to join the EEI team?
I really resonated with their mission. Financial literacy and empowerment are so important and I am honored to be part of an organization that helps the KC community in that way.
If you could tell someone three good habits to have when it comes to personal finances/budgeting, what would they be?
Set short-term and long-term financial goals, do your best to save for the unexpected, and keep a close eye on your accounts to ensure you're keeping to your budget.
What are three bad habits to have?
Waiting to allocate money to your savings, not keeping track of automatic payments, and making impulsive purchases.
How would you describe your journey through budgeting and having good money habits?
I used to be a very impulsive spender until I graduated and all of a sudden I had a bunch of expenses I hadn't had to think about before. After a sharp learning curve, I began to budget and spend more mindfully, but I am still learning more every day.
What are some resources you use to keep your finances in tip-top shape?
There are plenty of great budgeting resources online, but I have to keep things simple by just keeping a journal where I track my income, expenses, and financial goals.
Do you have a personal finance "hack"?
I don't know about a hack, but I always encourage people to pay attention to their savings/money market account rates! If you find a financial institution that gives good interest rates for your savings/money market accounts, you can earn some money without having to lift a finger.
What advice would you give someone who wants to get serious about their finances?
Come clean with yourself and take an honest look at your current situation. Building your financial wellness can be extremely rewarding, but you have to know where you're at before you can figure out where you want to be and how to get there.
And finally... favorite food, favorite type of animal, favorite color, and favorite musician/band?
Favorite Food: Chana Masala
Favorite Animal: Horses
Favorite Color: Blue
Favorite Musician: Lana Del Ray
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