Monarch Money Masterclass: How to Organize Your Financial Life | Rachel Lawrence | 187
Catching Up to FI
Why Rachel joined Monarch
Rachel describes her move to Monarch to democratize financial planning and new feature launches.
Happy New Year! As we roll into 2026, organizing money becomes top of mind and one of the most common New Year's resolutions. So today on the show we have an expert with the leading money management app- Monarch Money, Rachel Lawrence. She is a Certified Financial Planner and fintech leader who works at the intersection of personal finance, behavior, technology, and artificial intelligence (AI). She also runs her own fee-only financial planning firm called Reverie Wealth. In this episode Rachel gives us a masterclass on how to organize your financial life with Monarch's modern way to manage money that goes beyond the basics of budgeting. Plus, we'll get a peek into what changes they have coming in 2026!
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For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
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