How To Make Your Money Work For You By Defining Your Values: An Interview With Marla Sofer, Founder and CEO Of Knomee

Marla Sofer , is the Founder and CEO of Knomee. Knomee is an app that helps you align your finances and goals through personalized insights and trusted connections with financial advisors. Marla herself is a seasoned financial services and fintech executive. She's the founder of two women's networks driving change and inclusion in corporations, a frequent speaker on topics related to the future of financial services, wealth and asset management, and a proud mom and wife.?

Marla's ?journey is one of resilience and purpose. Growing up in Texas, her family's history of overcoming adversity shaped her entrepreneurial spirit. Her parents' entrepreneurial paths greatly influenced her, instilling in her the belief in hard work as well as the importance of enjoying one's work. This foundational value has served her well throughout her diverse career—from working at notable companies like JP Morgan and Microsoft to launching Knowmee.

Marla’s unique pathway in life highlights the intersection of money, values, and personal fulfillment. Her constant pursuit of understanding incentives and aligning them with personal motivations is the bedrock of her career. Now, she brings this insight into the financial world through Knomee, a platform that encourages users to truly know themselves before making financial decisions.

“You need to define what brings you joy. You need to define what you like spending time on. You need to know your values and you need to understand how you envision your future. You need to understand your history as you started with, and so that is my obsession right now, and what I launched at Knomee is a platform which is scalable to help people do that.” - Marla Sofer

Themes explored:

- Balance is not a destination; it is something you are always working on. Marla watched both her parents work hard; they passed along the belief that, not only should you enjoy what you do but you should pour your heart into it. Working hard is part of living life. Marla, in her own words, works crazy hours because she enjoys it, and recognizes that there will be times in her life when it will be appropriate to work less.

- Get to know yourself before you put together your financial plan. Marla emphasized that, before making financial decisions, you need to define what brings you joy; you need to define what you like spending time on; you need to know your values and you need to understand how you envision your future and you need to understand your history. This view led her to create Knomee? to facilitate this awareness and to help women become more intentional about their financial journey.

- Align your actions with what you want and not with what others expect you to want. Marla realized that, though she worked at the best companies in the world and had a great salary, she was just coasting and following another person's version of what she should be doing, as opposed to what she truly wanted to be doing. And so she began the journey to close the gap between what she was doing and the change she wanted to make by starting Knomee, software that helps you discover and share your Financial Identity.

Listen to the entire episode to learn more about Marla and Knomee.

About the Guest:?

Marla Sofer, Founder and CEO of Knomee, is a seasoned financial services and fintech executive, founder of two women’s networks driving change and inclusion in corporations, frequent speaker on topics related to the future of financial services, wealth, and asset management, startup advisor, 2020 Woman of Silicon Valley, 2021 Woman in WealthTech to Watch, and proud mom, and wife. She led partnerships quantified in billions of dollars at J.P. Morgan and BlackRock before leaping into fintech in 2015 to improve customer experiences. Her experiences at Microsoft, Carta, Invesco, Xignite, and Lending Club influenced her decision to create a solution that would improve personal financial wellness and enable financial services companies to better serve their customers and prospects.

Website: https://knomee.com/

Linkedin: https://www.dhirubhai.net/in/marlasofer/

Instagram: https://www.instagram.com/knomeeapp/

Facebook: https://www.facebook.com/marlassofer

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

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