I'm proud that LearnVest is creating content that helps expectant moms tackle their finances. As much as possible, we hope to lessen the stress during what is said to be such a life-changing time.
At LearnVest, we're working to make financial planning both accessible and affordable so that everyone has the opportunity to get on track financially.
A financial plan is a way to take all of the money advice you come across and figure out how it applies to your specific financial situation.
We're providing planning to a huge audience who's never had access to financial planners before. This was always my plan for LearnVest. It was in my very first pitch deck.
What's the point of creating a budget if it's not possible to follow through?
I do my workouts in the morning, and often I'll take someone from my team. The person I'm meeting with can pick the class, whether it's a spin or barre class, or going for a power walk. It's hard to run and talk - I haven't mastered that yet.
Since the beginning of LearnVest, I've never left the office for food.
The fact is, women don't like to talk about money, let alone deal with it. Though we're killing it at work, earning more than ever, running our households, and making big-ticket decisions, too many women still worry they'll be judged by what they earn and how they spend it.
My ultimate goal is to create operating systems for myself that allow me to think as little as possible about the silly decisions you can make all day long - like what to eat or where we should meet - so I can focus on making real decisions. Because mental energy is a finite quantity.
I am so organized that it's dysfunctional. Everything has a place. I am a very visual person, so my environment is important to me. If my environment is messy, I can't think clearly. I don't like clutter. A clean desk is a clean mind for me.
If you're trying to diet, what do you do? You grab your two friends and say, 'We're going to the gym; let's do this together.' Money shouldn't be any different. If you're trying to make progress, if you're trying to save more, we really need to be able to get support.
When you have a lot of money, there's so many places you can go to manage your money. But when you don't have money, mathematically you actually need a financial plan more. You can't really afford to make mistakes. So why is this such a luxury product?
We all have pretty much similar dreams, and at the root of all those dreams is being able to be in control of your money.
Growing up in a family of doctors, I wanted to be a brain surgeon for a while. But ultimately, I get most excited about creating things, which is why I decided to become an entrepreneur.
I go to bed at 2 A.M. and get up at 7 A.M. - I've never been a sleeper. But I definitely get sick every month-and-a-half.
