Founder & CEO at Willow
Founder & CEO at Willow
Financial empowerment advocate transforming how women, millennials, and underrepresented investors navigate their financial journeys through personalized guidance and inclusive fintech solutions.
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In her mid-30s, Lacy's life changed unexpectedly, and she needed financial and life guidance to help her make decisions and feel more confident and secure. Despite having been in financial services, she struggled to find the answers and the right trusted advisors.
This personal experience led Lacy to found Willow, a platform that provides the coaching and personalized guidance women need to achieve financial strength, stability, and security through all life's journeys.
Willow's mission is to financially empower today's clients - women, NextGen, LGBTQ+, and underrepresented investors - through all life's journeys. The platform sets a new standard of financial advice by matching clients with advisors who truly understand and connect with them.
Financial empowerment for women, millennials, and underrepresented investors
Planning for life's big transitions (marriage, divorce, starting a business, etc.)
Financial wellness and open, honest lifestyle topics
Making financial conversations less shame-y and more empowering
Women in fintech and breaking industry barriers
Was there an 'oh crap' money moment in your life that made you think, 'OK, women need better tools and support around this?'
What made you want to take on an industry that's, let's be honest, kind of male, stale, and scary for a lot of women and underrepresented investors?
What would you say to someone who's like, 'I'll deal with this later… maybe when I'm married… or have more money… or both?'
Do you think women approach money and future planning differently than men? What have you seen that makes you hopeful?
How do we make these conversations about money and planning feel less shame-y and more 'I got this?'
Financial advice for every stage of life
Marblehead woman's side hustle turns into booming business
Time to swipe right on a divorce financial professional
Revolutionizing advisor connections with today's modern clients
Financial empowerment insights
Building Willow platform
Women in fintech discussion
Women and financial planning
Financial empowerment
Fintech innovation
Financial wellness
Women in finance
Setting a new standard of financial advice for women, next generation, and underrepresented investors
Willow's mission is to financially empower today's clients through all life's journeys. We provide personalized financial guidance that matches clients with advisors who understand their unique backgrounds, goals, and challenges.
23 Paine Ave
Prides Crossing, MA
Bring authentic insights about financial empowerment, inclusive fintech, and building purpose-driven companies to your podcast. Lacy is ready to share her journey and practical advice with your audience.
Personal "money moments" and vulnerable insights about building in fintech
Actionable tips for financial empowerment and life transition planning
Fresh perspectives on making finance more inclusive and accessible
Conversations that make financial topics feel empowering, not intimidating