Building a Culture of Financial Confidence Among Women with Lauren Pearson

Statistically, most women are uncomfortable discussing money and lack confidence in making investment decisions. Too often, these result in lost opportunities for both financial growth and independence. As the majority of women are the financial head of their household, how can they overcome the barriers that prevent them from achieving their family’s financial goals?

In today’s episode, Tommy talks with Lauren Pearson, Managing Director of Somerset Advisory and Co-Founder of The Wealth Edit. She is a Certified Financial Planner and has designed and crafted hundreds of financial planning scenarios in her decade-plus career in wealth management. After years of drafting hundreds of plans for families, Lauren saw the need for women to have a space of their own to understand wealth outside the context of a traditional advisory relationship.

Lauren talks with Tommy about her journey to a career in financial planning, why a high percentage of women feel disconnected from their financial advisors, and how she empowers women to gain confidence and develop their own concepts about money.

Key Takeaways