How To Make Your Money Work For You By Defining Your Values: An Interview With Marla Sofer, Founder and CEO Of Knomee episode artwork

EPISODE · Dec 14, 2024 · 49 MIN

How To Make Your Money Work For You By Defining Your Values: An Interview With Marla Sofer, Founder and CEO Of Knomee

from Making Change with your Money · host Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions

Can you align your finances with the life you actually want? Marla Sofer, a financial services veteran and founder of Knomee, believes financial wellness starts with self-awareness. In this episode, she shares her entrepreneurial journey, the lessons she learned from her hardworking parents, and why she left powerhouse companies like JP Morgan, BlackRock, and Microsoft to create a more intentional approach to money management.Marla’s app, Knomee, helps users understand their financial identity before making major financial choices—shifting the focus from external expectations to personal fulfillment. Her story is a testament to the power of resilience, self-discovery, and taking bold leaps toward what truly matters.✨ Key Takeaways:Balance isn’t a destination—it’s an ongoing process that evolves with your life.Know yourself first—your values, joys, and future vision should shape your financial plan.Align your actions with your desires—not societal expectations. True success is personal.🎧 Ready to rethink your financial journey? Tune in now for expert insights from Marla Sofer!Website: https://knomee.com/Linkedin: https://www.linkedin.com/in/marlasofer/Instagram: https://www.instagram.com/knomeeapp/Facebook: https://www.facebook.com/marlassofer Stay connected:Connect with Laura on LinkedIn@Rotters5 on TwitterConnect with Laura on FacebookSubscribe to my YouTube channelSubscribe to my newsletterGet your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

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