A Note from Marguerita Cheng, CFP® Pro — Hello friends! I invite you to listen to our interview with Rachel Sanborn Lawrence, CFP®, lead financial planner at Ellevest, a company built by women on a mission to get more money into our hands.

Our topic: The products and services that Ellevest has developed to help women everywhere gain control of their finances and lives.

About Rachel: “I love helping women and allies tackle their money goals, and I am thrilled to share easy-to-understand, realistic, and life-changing financial help (plus a few terrible puns) via coaching and workshops,” says Rachel Sanborn Lawrence, a CFP® professional with a bachelor’s degree in finance from Bentley College, a master’s degree in financial planning, and nearly 20 years of experience in personal finance.

When she’s not helping members plan and manage their money, you can find Rachel skiing or playing basketball with her husband and kids, reading several books at once, or surfing the New Hampshire coastline. She’s an Enneagram type 7.