Investing in Legacy: "And really the reason that I got started in this and what compelled me to work with her is actually in 2020, in May of 2020, my mother unexpectedly passed away. Not due to Covid, but right after Covid started. And I received a little bit of a lump sum distribution from a life insurance policy that allowed me to actually start investing in a material and meaningful way. And I also faced a dark night of the soul where I really started thinking about my legacy."

The Journey to Legacy: "This was my second parent to pass away and I didn't have any kids and what am I leaving behind, what am I doing with my life and what is going to be here after I'm gone. And that thought about legacy really led me to the impact that I want to have and impact investing."

"From Big Four to Asset Management: A Journey Through the Financial Industry": "I actually was the leader of their Northern California LGBT group and I helped co found the group in Sydney, Australia as well and worked shortly in their diversity office down there and beyond that."

"Democratizing Financial Knowledge for Non-Traditional Entrepreneurs": "And I found these entrepreneurs, while they were really great when they were in their wheelhouse, not a lot of them had the financial acumen or the business knowledge that they really needed to get their companies going up and off the ground. And I realized this need to democratize access to financial information for people who didn't major in it."

Creating Safe Spaces in Financial Literacy: "And so part of this is creating safe spaces, calming your nervous system. If you need to place your hand on your heart, if you need to do some deep breathing, you create a safe space."

"Recognizing Self-Worth: You're the asset and that you're worthy of being invested in."

Invest in Yourself First: "When you see yourself as the asset worthy of being invested in, it creates this new lens where you're like, oh, my gosh, I need to invest in me Before I can invest in anything out there. I have to believe in myself to be an investor in myself."

Topic: Transform Your Financial Mindset: "A simple shift is from I can't afford this to how can I afford this? And that changes and opens up creativity for you to think about how to finance a laptop."

The Importance of Financial Literacy for Founders: "I think to the extent investors can bring financial literacy, that really resonates with me because, like I mentioned, a lot of founders are in their wheelhouse and they know their businesses really well. But I think where a lot of businesses start, they don't always have the resources for a good cfo."

"Investors Seek Long-Term Alignment with Founders": "Because as when you invest in someone, it's a long term relationship. It's not a one night stand. We want something that's long term. We want someone who is aligned in our values, who wants the same impact that we want to have."