Listen "Helping People Thrive: Employee Financial Wellness with Meghan Lape, AFC®"
Episode Synopsis
Show Notes:2:22 What led Meghan to financial counseling5:15 Inside Meghan's business model6:36 How she serves her clients7:25 The setup of her business8:53 Advice for approaching employers without a financial wellness program10:57 How to best network with businesses13:26 Advice for other counselors interested in this work15:35 Meghan's final 2 centsShow Note Links:Connect with Meghan on Linkedin and her companyCIF Financial PlanningFinancial Health Network Studies PolkaDot PowerhouseAFCPE Community: Join MembershipFINRA Foundation Military Spouse Fellowship: Applications open March 1!This week on Real Money, Real Experts, our hosts sit down with Meghan Lape, AFC®, CFP®, EA®, the founder of Conscious Impact Financial Planning, a financial wellness and socially responsible investment firm.Meghan recognizes that all too often, the people who need financial services the most also cannot afford them. Her solution? Engaging with employers to better meet people where they are. As an AFC, Meghan is a fierce advocate for financial wellness programs in the workplace, and believes in a people-first approach. On this episode, she takes us through her business model, shares how’s she’s building a network within her local community, and offers honest words of advice and encouragement for other entrepreneurs.Want to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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