Finance isn’t just numbers. It’s identity, access, and peace of mind. Yet so many women, millennials, Gen-Z professionals, and underserved investors feel invisible in the world of wealth management. Today’s episode shines a spotlight on changing that.
I’m joined by Lacy Garcia, CEO and Cofounder of Willow, a fintech platform that matches individuals with fiduciary financial advisors who actually get them. Lacy left a stable career, survived the chaos of launching during COVID, and built a platform dedicated to empathy, education, and empowerment in financial planning.
We dig into:
The shame-free truth about financial literacy (even highly educated people don’t know this stuff!)
How to find an advisor who understands YOUR values, goals, and identity
Why separating your personal and business finances is non-negotiable as a founder
How to protect your energy and avoid burning yourself out while building something meaningful
The hard lesson of focusing on revenue and efficiency first, not perfection
Whether you’re growing a business, building wealth, or just trying to make smarter financial decisions, this episode will save you time, money, and serious stress.
Show links:
Willow: https://trustwillow.com
Lacy on LinkedIn: https://www.linkedin.com/in/lacygarcia
Willow on Instagram: https://instagram.com/trustwillow
Today's episode is sponsored by Clutch City, a bold, high-impact experience for entrepreneurs scaling real businesses between $250K and $3M.
Clutch City: https://www.clutchcityhq.com
IG: https://instagram.com/clutchcityhq
More at: https://realdavidezell.com/clutchcity
If you loved today’s episode, share it with a founder who needs clarity on money or is tackling their next big leap. One episode can change someone’s week.
