Can’t Afford an Advisor?
Try Pocketnest.com
Episode 121
Have you ever wanted to hire an advisor but feared getting rejected because you weren’t rich enough? Jessica Willis, an experienced financial professional, was tired of seeing good people go without holistic financial planning so she founded a tech start up to solve the problem. Pocketnest helps you get your financial house in order using technology, behavioral finance, and education. Listen in as Jessica shares her experience asking for funding in the male dominated venture capital world and how she has partnered with banks, credit unions, and other firms to make financial literacy and planning accessible to everyone.
Show Notes:
- Meet Jessica
- Pocketnest website
- Pocketnest app – go to Google Play Store or Apple Store to download.
- From Startup to ScaleUp: Pocketnest Founder & CEO Jessica Willis, published on Endeavor Detroit March 2021
Special Offer: Sign up for a free demo at Pocketnest – Book a Demo
Held to the fiduciary standard of care, Copper Leaf develops a financial plan specifically for you integrating every aspect of your life. They offer comprehensive wealth planning services including sustainable investing solutions. To find out more, visit Copper Leaf Financial.
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