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Putting People First in Finance with Luisa Alberto

Putting People First in Finance with Luisa Alberto

Episode 5 Published 2 years, 7 months ago
Description

Get "Liberate Your Business" by Becky Mollenkamp at https://liberateyourbusiness.com/


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Luisa Alberto (she/her) is the CEO of People First Finance, a complete financial service solution for women agency owners and service providers. She has almost 20 years of finance and operations experience working alongside visionary leaders of successful startups, and has founded multiple businesses from brick and mortar to consulting and coaching over the past decade. Her mission is to ease the financial burden and overwhelm that holds too many ambitious, enterprising women back from achieving financial autonomy. 

Website | LinkedIn | Instagram

 

Discussed this episode:

  • Luisa’s relationship with the word feminist

  • The reason for her company’s name, People-First Finance

  • How capitalism can lead to people ceding their financial power to others

  • Why women having money is a really, really good thing

  • The two biggest money fears her clients wrestle

  • How productivity guilt causes people to make money decisions they may regret

  • Why it’s important to have a baseline understanding of your financial picture, even if you have a professional helping you

  • Luisa’s vision for incorporating mental health support into money management services

  • A compassionate approach to money management

  • How to find the right financial professional for you

  • The role intuition can play in your experience with money

  • What it means to have visibility into your finances and why it’s important

  • No one is born with an understanding of money management!

  • How understanding cash flow can help anyone with any amount of money (and be a tool for liberation)

  • The ways Luisa is walking her talk in her business when it comes to feminist values

 

Resources mentioned:

FULL GUEST READING LIST FOR SEASON 1 

 

Learn more about accountability coaching with host Becky Mollenkamp at https://beckymollenkamp.com

 

FULL TRANSCRIPT

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