Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
17. “I Don’t Know” is a Beautiful Start: Redefining Financial Goals with Jessica Gibbs
The best financial plan doesn’t start with what you have, but with who you are. And that’s exactly the kind of plan Jessica Gibbs, CFP® and partner at Monument Wealth Management, helps her clients build. In this episode of Knowing Me, Knowing You, she shares how it all begins with simple questions and honest conversations, until they get to what matters the most to each of them.
Family time, freedom to be where you want to (or leave from where you don’t), supporting causes you care about.
No matter what it is, Jessica incorporates it into a meaningful plan. But she also goes beyond the financial part and reminds us that it’s okay not to have all the answers right away, as long as you are willing to look for them. It takes time, it requires courage, and it might even be uncomfortable for some, but that’s where clarity begins.
If you have ever wished you had more control over your financial future, this episode is a great starting point.
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