“Automating some of your finances can be incredibly convenient and is a great way to save time, but automating everything makes it too easy to go on autopilot and forget to pay attention to your personal finances.”
“It's important to have a really clear strategy so when you are in business, you only have to make micro-strategy changes.”
“Losing your job is terrifying, but being prepared makes it so much easier.”
“What's the point of creating a budget if it's not possible to follow through?”
“I am so organized that it's dysfunctional. Everything has a place. I am a very visual person, so my environment is important to me. If my environment is messy, I can't think clearly. I don't like clutter. A clean desk is a clean mind for me.”
“LearnVest provides women with the necessary tools and resources to manage their personal finances; its core mission, to positively contribute to society through education and, ultimately, the promotion of self-sufficient and financially aware women.”
“When I was planning LearnVest, everyone told me I had to talk to Ann Kaplan, one of the first female partners at Goldman Sachs. Within five minutes of our meeting, she totally got the idea - and by the time I left, she was a seed investor.”
“As a wife, daughter, friend, and the founder and CEO of LearnVest, my schedule is anything but simple. But I learned early on how meticulously manage my time.”
“There are many random, unprotected sites online that appear safe to use and are ready to accept credit card information. You wouldn't give a stranger off the street your credit card information, so be extra cautious about who you are sharing it with online.”
“A financial plan is a way to take all of the money advice you come across and figure out how it applies to your specific financial situation.”