"I need to get my finances together first, then I'll go see an advisor." Sound familiar? That thinking is exactly why so many women are flying blind when it matters most."

In Episode 52 of Making Sense of Your Money, Dan Pascone, CEO of Tailored Wealth, sits down with Lacy Garcia, Founder and CEO of Willow, a wealth accelerator helping women find the right financial advisor through personalized matching, education, and advisor training.

Lacy shares her deeply personal story of navigating divorce, becoming the sole provider, and struggling to find an advisor who actually got her,despite being in the industry herself. What came out of that experience is a platform changing the way women connect with financial advice.

💡 What You'll Learn

• Why "I'm not rich enough for an advisor" is the most expensive myth in personal finance
• The confidence gap around money and why women are disproportionately affected
• How Willow uses personality matching, Myers-Briggs, and even birth order to pair women with the right advisor
• Why 70% of women leave their financial advisors, and what advisors are getting wrong
• The emerging women's retirement crisis: outliving savings, pay gaps, and career interruptions
• Why credentials are now table stakes and personal connection is the real differentiator
• How Gen Z women are quietly becoming the most financially empowered generation yet
• The one thing every advisor should do differently when sitting across from a woman client
  

🎧 Whether you're a high-earning woman looking for the right advisor, or an advisor looking to better serve women, this episode will shift how you think about money, trust, and connection.

🔗 Learn more: makingsenseofyourmoney.com

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Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.