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The Art of Allowance Podcast | Parenting | Families | Money Smarts | Financial Literacy

AOA 054: Getting Started on Your Money-Smart Journey Matters More Than Getting It Right - Featuring Jessica Willis

47 min19 december 2022

Are you worried about the quality of your family's money-smart journey?

My latest Art of Allowance Podcast guest, Jessica Willis, is here to push you past your perfectionism paralysis! Jessica founded and currently serves as the CEO of Pocketnest, a financial wellness platform designed by and for Gen Xers and Millennials.

A self-proclaimed finance wizard, Jessica has spent 20 years in the investment and finance industries. She is both a Certified Financial Planner (CFPⓇ) and a Certified Private Wealth Advisor (CPWAⓇ) with lots of client experience, having co-managed portfolios of all shapes and sizes. Jessica also received an MBA from Loyola University Chicago's Quinlan School of Business and an undergraduate degree from the University of Michigan.

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