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Episode 127: Wealthy and Fulfilled with Portia Jackson

Portia Jackson is obsessed with all things related to personal finance, designing your fulfilled life, and the Enneagram. She joins us to talk about the importance of money, wealth, and coaching and how you can build wealth as an online business owner.

127: Wealthy and Fulfilled with Portia Jackson

Everyone can be great with money and deserves a wealthy and fulfilled life. This is one of the core beliefs of today's guest, Portia Jackson. Portia will admit that she is obsessed with all things Enneagram, money, and manifestation.

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Show Notes

Everyone can be great with money and deserves a wealthy and fulfilled life.

This is one of the core beliefs of today’s guest, Portia Jackson. Portia will admit that she is obsessed with all things Enneagram, money, and manifestation. After leaving her corporate job as a rocket scientist, she completed a certification in Personal Financial Planning, got her CERTIFIED FINANCIAL PLANNER™ Professional designation, and helped hundreds of Fortune 500 employees as a Financial Wellness Coach at PricewaterhouseCoopers. After leaving corporate, Portia transformed her love of personal finance, organization, and personal development into a step-by-step system to help online business owners take the money their business makes and use it to be, do, and have whatever they want in life.

I met Portia a few months ago when I heard her speak about wealth management and how it can work with your personality. As a coach and financial planner, she brings a wealth of experience when discussing the importance of money, wealth, and coaching. I think you’ll appreciate her down-to-earth approach to money and the sense of ease and grace she brings to an often taboo topic.

Topics covered

  • Portia’s journey from aerospace engineer to Certified Financial Planner for entrepreneurs
  • Highlights and challenges during the transition of becoming a coach
  • Finding the magic in your unique approach to coaching your clients
  • Giving yourself room to integrate your experiences
  • The differences between types of financial professionals
  • Money mindset work is so empowering
  • The best time to start thinking about wealth building is now
  • Why coaching allows Portia to go deeper than a traditional financial advisor
  • How the Enneagram helps Portia’s clients to reach their wealth goals
  • Why it’s critical to have a customized wealth plan that’s aligned with your personality

Resources mentioned

Now it’s time for you to show the world what it means to be a Coach with Clarity! Screenshot this episode and tag me on Instagram @coachwithclarity and let me know what you’re more excited to explore in future podcast episodes!

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TRANSCRIPT

 

Well hello, my friend. Welcome to the Coach with Clarity Podcast. My name is Lee Chaix McDonough and as always, I'm so honored that you are joining me for today's episode. And we have something really special in store for you. I am delighted to introduce you to my friend and colleague Portia Jackson. I met Portia a few months ago, actually, we are in the same mastermind program. And I heard her speak to a roomful of hundreds of people about wealth management and how it can work with your personality. And because I knew that she was trained as a coach and financial planner, and brought with her a wealth of experience, I could think of no one better to bring on to the Coach with Clarity Podcast to talk to us about the importance of money, wealth and coaching. So I think you are going to be absolutely delighted by our conversation. I know I was. And I really appreciate Portia’s down to earth, laid back approach when it comes to all things money, because as we know, money can be something of a taboo topic, and Portia just approaches it with a sense of ease and grace and immediately makes people feel right at home. So a little bit about Portia, she will admit that she is obsessed with all things related to personal finance, designing your fulfilled life and the Enneagram, which we will also talk about during our interview. She has transformed her love of personal finance, organization and personal development into a step by step system to help online business owners take the money their business makes and use it to be, do, and have whatever they want in life. Doesn't that sound amazing? I think so. So let's get right to it. I am thrilled to share with you my conversation with Portia Jackson.

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