Start Achieving Your Financial Goals with Arielle Jacobs-Bittoni

Elite Achievement

On this episode Kristin talks to Arielle Jacobs-Bittoni, a Certified Financial Planner and a Chartered Financial Analyst. Arielle is a Chief Wealth Strategist at Refresh Investments LLC, a company she co-owns with her partner, Pamela Chen.

Kristin and Arielle have a lot in common. They’ve both spent their careers in the financial industry, both of them are mothers, married, and they have a mutual friend from the industry who connected them. Therefore, they have a lot to talk about, especially when it comes to finances and goal achieving.

Listen to this insightful conversation and get your finances in order.

Episode Highlights

03:35 - RIA (Registered Investment Advisor) manages assets for individual and institutional investors. An RIA always puts the client’s interest ahead of his/her own.

11:00 - To be more committed in achieving financial goals, start by defining what’s the most important to you. It is a foundation to be in control of your financial life. Once you’ve identified your core values, you can start focusing on what your purposes are and prioritizing them; what would you be using your wealth for. Finally, specify what your financial goals are for each of those purposes.

16:00 - Trust is a major factor for getting “financially naked”. Each client should ask a series of questions when interviewing financial advisors.

18:30 - People thinking they have time to figure their finances is a big financial mistake. Time is one of, if not the most valuable resource that we have.

21:20 - Lesson from male-dominated industry - being different, or being the only woman in the group is not a bad thing. Women need to trust their gut, stay authentic, and stop apologizing.

Resources

Connect with Kristin

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Website

To learn more and register for the Elite Achievement Goal Setting Series click here.

Connect with Arielle

Website

LinkedIn