Whether you’re trying to expand your knowledge or start learning about how to make better financial decisions, this week’s conversation is the way to go!
Our guest is wealth advisor Jenifer Sapel, and today, she shares how we can build financial confidence, as well as her 5-step framework to align our financial decisions with our values.
Throughout this episode, you will also hear Laura and Jenifer talk about the feelings of shame some people feel when it comes to money and not knowing everything they should about it, why money is a life skill, the best resources to manage your money, and much more.
Thank you for tuning in! If you haven’t listened to episode 103, where Laura and Laura Weldy talk about all things executive presence, then go back and check it out!
In this episode, we cover:
-Using your values to guide your financial decisions.
-Money as a life skill.
-The 5 categories of money skills.
-Practical money-saving tips.
-What a donor-advised fund is.
Resources and links mentioned during this episode:
-Visit Jenifer’s website at www.utorwealth.com and connect with her on LinkedIn and Instagram.
-Visit www.mightydeposits.com to see if your banking aligns with your values.
-Find out more about how your money is being invested at www.asyousow.org.
-Join the Catch Crew and build an intentional career with the support and accountability you need! Sign up now!
-Take the Should I stay or should I go quiz and get your customized career action plan!
-Fill out an application and get on the waitlist for the next cohort of the You Belong in the C-Suite Group Coaching Program at www.thecatchgroup.com/groupcoaching
-Laura’s first book – Values First. How Knowing Your Core Beliefs Can Get You the Life and Career You Want – is now available! Grab your copy today!
-Want to work with Laura? Check out her programs and coaching services.
More about Jenifer Sapel:
Jen Sapel is a wealth advisor who pursued a career in finance after watching her mom struggle financially after divorce. After 2 decades in leadership positions with a large company (where she was often the only woman in the room), she decided to launch Utor Wealth. Utor is Latin for; to use, to employ, to enjoy. She believes that every dollar we send out into the world is shaping both the world we see today & the one we aspire to in the future. She now has the practice she loves helping high-earning women increase their financial confidence and learn ways that they can make financial decisions that contribute to a better, more sustainable world. She lives north of Seattle with her husband, 2 kids under 5 years old, a dog, 5 bee hives, and a small orchard.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. Utor Wealth is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.