On this episode Kristin talks to Arielle Jacobs-Bittoni, a Certified Financial Planner and a Chartered Financial Analyst. Arielle is a Chief Wealth Strategist at Refresh Investments LLC, a company she co-owns with her partner, Pamela Chen. 

Kristin and Arielle have a lot in common. They’ve both spent their careers in the financial industry, both of them are mothers, married, and they have a mutual friend from the industry who connected them. Therefore, they have a lot to talk about, especially when it comes to finances and goal achieving.

Listen to this insightful conversation and get your finances in order.

Episode Highlights

03:35 - RIA (Registered Investment Advisor) manages assets for individual and institutional investors. An RIA always puts the client’s interest ahead of his/her own.

11:00 - To be more committed in achieving financial goals, start by defining what’s the most important to you. It is a foundation to be in control of your financial life. Once you’ve identified your core values, you can start focusing on what your purposes are and prioritizing them; what would you be using your wealth for. Finally, specify what your financial goals are for each of those purposes.

16:00 - Trust is a major factor for getting “financially naked”. Each client should ask a series of questions when interviewing financial advisors.

18:30 - People thinking they have time to figure their finances is a big financial mistake. Time is one of, if not the most valuable resource that we have.

21:20 - Lesson from male-dominated industry - being different, or being the only woman in the group is not a bad thing. Women need to trust their gut, stay authentic, and stop apologizing.

Resources

Connect with Kristin

Instagram

Website  

To learn more and register for the Elite Achievement Goal Setting Series click here.

Connect with Arielle

Website

LinkedIn