Meet Rachel Lawrence

I've poured the past 20 years of my life into personal financial planning and coaching. First I learned everything I could about it from the ground up, from data entry to account operations to client relationships and complex planning to writing content to strategic management and scaling of fintech products, services, and teams. I got my CERTIFIED FINANCIAL PLANNER™ certification and then a Masters degree in Personal Financial Planning. Now my mission is to create and operationalize scalable ways via technology and content to bring financial planning to the masses - those who need it the most - by working with multiple entities rather than one company at a time.

I'm passionate about money ideas that work in the real world, using core values to guide financial and other life decisions, backing up financial planning principles with research and evidence, tackling systemic issues in ways that can be both good for the world and good for our bottom lines, and having fun while doing it all.

PS - In the past I’ve also gone by Rachel Sanborn Lawrence, so if you’re here looking for that person, it’s me!