The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals.

In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup, Knomee.

We discuss the journey to self-actualization, how understanding your purpose influences financial decisions, and why clarity on your goals makes money management easier. But how do you define your purpose and communicate it effectively to your advisor? Tune in to find out!

“You might be an expert, but it doesn’t mean you’re making the right decisions for yourself.”

Please see important podcast disclosure information at https://monumentwealthmanagement.com/

 

Episode Timeline/Key Highlights:

0:00 Introduction & Important Disclosure

1:33 Knomee and Aligning Wealth With Personal Values

12:00 Self-Actualization or Vocational Independence?

16:25 Financial Goals and Retaining an Advisor

24:00 Work as a Purposeful Choice Within Purposeful Wealth

27:40 Should you “DIY” Your Investing and Wealth Planning?

31:43 What to Look For in an Advisor

33:30 Matchmaking, Relationships, and Your Financial Advisor

37:39 The Knomee Journey

43:05 LinkedIn Influencing

46:26 Concluding Thoughts

About Marla Sofer:

Marla Sofer, Founder and CEO of Knomee, is reshaping the way individuals—and their financial advisors—approach wealth and financial confidence. With leadership experience at BlackRock, Microsoft, and JP Morgan, she saw firsthand how the financial industry prioritizes products over solutions. Frustrated by the lack of meaningful personalization, she built Knomee to change that.

Knomee introduces the concept of Financial Identity™, helping individuals uncover their values, clarify their financial priorities, and align their money with what truly matters. It’s a tool for self-discovery, financial empowerment, and stronger connections—whether with existing advisors or finding the right one.

For wealth advisors, Knomee serves as a breakthrough discovery platform—helping them engage clients on a deeper level, strengthen relationships, and ensure their advice aligns with evolving life goals.

Marla is a recognized thought leader with 13,000+ LinkedIn followers, recently named an executive woman to know by Wednesday Women. Whether you’re an individual seeking clarity or an advisor looking to differentiate, Marla’s insights and Knomee’s approach are transforming the future of financial advice.

 

Connect with Marla on LinkedIn: https://www.linkedin.com/in/marlasofer/

Learn more about Knomee: https://www.knomee.com/ and https://www.knomee.com/advisor

Connect with Knomee on YouTube: https://www.youtube.com/@KnomeeApp

Connect with Knomee on Instagram: https://www.instagram.com/knomeeapp/

Connect with Knomee Knomee on Facebook: https://www.facebook.com/KnomeeApp/

Connect with Monument Wealth Management: 

Visit our website: https://bit.ly/monumentwealthwebsite  

Follow us on Instagram: https://bit.ly/MonumentWealthIG  

Connect on LinkedIn: https://bit.ly/MonumentWealthLI  

Connect on Facebook: https://bit.ly/MonumentWealthFB  

Connect on YouTube: https://bit.ly/YouTubeMWMFit 

Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered

 

About “Off the Wall”: 

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. 

 Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.