Leap Academy with Ilana Golan
How Lacy Garcia Conquered Financial Fear and Transformed Wealth Planning for All
Thu, 09 Jan 2025
Despite her background in financial services, Lacy Garcia faced significant financial challenges after her marriage ended. She struggled with imposter syndrome, advising clients on finances while dealing with her own financial issues. Too embarrassed to seek help and unable to find the right advisors, Lacy turned her fear and discomfort into a drive for financial education and empowerment. She founded Willow, a fintech company focused on making financial advice more accessible, especially for those overlooked by traditional services. In this episode, Lacy joins Ilana to share insights on financial literacy, achieving stability and independence, and Willow’s approach to matching clients with the right advisors. Lacy Garcia is the founder and CEO of Willow, an award-winning platform that connects clients with certified financial advisors using an AI-powered matching system based on their financial goals and preferences. In this episode, Ilana and Lacy will discuss: (00:00) Introduction (01:44) How Divorce Shaped Her Passion for Financial Education (04:02) Finding Clarity Amid Financial Fears and Uncertainties (09:52) From Financial Ignorance to a Career in Finance (13:14) Letting Go of Shame to Achieve Financial Health (16:13) Why You Don’t Need More Money to Start Investing (20:01) Creating Willow to Make Financial Advice Accessible (24:29) How Personal Experience Shaped Willow's Mission (29:07) Navigating the Weight of Decision-Making in Startups (34:31) The Role of Investment in Startup Growth (39:56) Ways to Avoid Common Financial Mistakes (42:55) Getting Personalized Financial Advice for Free (43:55) The Importance of Financial Literacy Lacy Garcia is the founder and CEO of Willow, an award-winning platform that connects clients with certified financial advisors using an AI-powered matching system based on their financial goals and preferences. She is passionate about empowering advisors to better serve the next generation of clients through tailored training programs. Lacy has been featured in top media outlets like The TODAY Show, Business Insider, and Yahoo Finance, and was named Hispanic Empowering Executive of the Year in 2023 by Wealth Solutions Report. Connect with Lacy: Lacy’s Website: https://www.trustwillow.com/ Lacy’s LinkedIn: https://www.linkedin.com/in/lacy-garcia/ Leap Academy: Ready to make the LEAP in your career? There is a NEW way for professionals to Advance Their Careers & Make 5-6 figures of EXTRA INCOME in Record Time. Check out our free training today at leapacademy.com/training
Full Episode
People say this to me all the time. They're like, I'll go look for a new advisor once I get my act together. Wait a second. Would you say, I'm not feeling well. I'm going to wait till I feel better and then I'm going to go to the bathroom.
That's totally true. Lacey Garcia, the founder and CEO of Willow, a financial platform which connects women and families with their ideal financial advisor.
Two thirds of all Americans today report that they feel like they're living paycheck to paycheck. And I was in a really dark and challenging place, both on a personal level, on a financial level. Instead of looking at where you're not, take a moment and acknowledge where you've come from, everything that you've accomplished.
That is gonna be what enables you to then figure out exactly where it is you wanna get to.
Is there one really common mistake that you see repeatedly with people that are coming to you that needs the financial advice?
The number one thing is.
Lacey Garcia, the founder and CEO of Willow, a financial platform which connects women and families with their ideal financial advisor, which is so, so, so important. This incredible idea really came to you from your own need at your 30th, right, or somewhere around mid-30s. And due to your own life changes, what happened?
Ileana, it's wonderful to be here with you. If you had told me 15 years ago that I would be sitting here, having started TrustTheLaw.com and having had the experience that I have, I would never have believed you. But I think that both my professional, but really my life experience, if anybody who is listening right now has ever had their life really blow up in their face,
everything.
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