Impact of COVID in Business

<div class= "et_pb_module et_pb_text et_pb_text_0 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"> <p>Jon and Jim talk with the CEO of Pocketnest, Jessica Willis, inventor of the first financial planning and wellness app of its kind – hear how it is changing lives!</p> <p>After two decades in wealth management co-managing $1 billion for more than 300 families, Jessica Willis noticed Gen Xers and millennials have a totally different approach to personal finance. But the majority (a whopping 86 percent!) of financial advisors ignore them.</p> <p>We want more autonomy, more ownership. We’re not going to pay someone loads of money to do something we’re pretty sure we can figure out on our own.</p> <p>But 90% of us lack a critical piece to our financial plans despite the resources available to us. Why?</p> <p>Jessica believes everyone should have access to a complete financial plan, not just the wealthy and finance nerds.</p> <p>So, she set out to change the landscape. With a team of super-smart partners, they created a way to make financial planning approachable, quick, easy, and even fun. In just 10 minutes a month, you can build and keep track of your own plan. They do this with no investor-speak, monthly fees, or in-person meetings. And it’s completely free!</p> <p> </p> <p><em>Investment advisory services are offered through Motive Wealth Advisors, a DBA of tru Independence Asset Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Any material discussed is intended for informational purposes only.</em></p> <p><em>It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.</em></p> </div> </div> <div class= "et_pb_module et_pb_text et_pb_text_1 et_pb_text_align_left et_pb_bg_layout_light"> <div