Nov 2021
34m 30s
Babita Trivedi is a certified financial planner with a passion for educating and empowering women in their financial lives. She helps her clients understand where they are financially, define where they want to be in the future, and give them strategies and tools to achieve those goals so they can feel less stress and be more confident in their future.
She’s a mom of 2 (5 and 11 year old) who went through a huge career transition after having her first kid.
In this episode we dive into her journey of going back to school and switching careers to everything you need to know to start planning for your financial future as a mom with young kids.
Financial planning is way more than just excel projections, pie graphs and investment portfolios, it’s about imagining the life you want to have when you retire.
One of my favorite things she said to me offline was “I never knew my job would be mainly about helping people figure out what they want.” And that is so true!
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