Founder and CEO, The Money Conversation
Specialty: Psychology of Wealth
Marlis Jansen founded The Money Conversation with a desire to help people increase their emotional awareness and agility with respect to their finances. Growing up in a culture where money talk is often taboo and realizing that emotion controls the human decision making process, Marlis saw an opportunity to address a need that is rarely met in traditional financial planning.
Marlis’ background running a private philanthropic foundation and as a member of a multigenerational family gave her valuable insight into how people relate to money. This spans the gamut from multigenerational family dynamics to portfolio management.
Marlis is skilled at guiding clients toward a clear understanding of their current financial identity and then offering them tools to update any aspect of that financial identity that they no longer wish to carry.