Monday Jun 03, 2024

Shruti Joshi: Get Good With Money, Achieve Financial Zen With Personalized Financial Planning | E293

Shruti Joshi launched her company just before the COVID-19 pandemic, only to see it crumble. This setback, however, provided a window for her to take on a consulting role at Facet, where her entrepreneurial experiences set her up for success. Before long, she became the company’s COO and later, President. In this episode, Shruti discusses Facet’s mission to democratize financial wellness for millions of Americans and shares strategies for holistic financial planning.

Shruti Joshi is the President and COO of Facet, a fintech company disrupting the financial wellness industry. She has been recognized as Wealth Solutions Report’s AAPI Innovator of the Year and one of the top women industry leaders of 2024.

In this episode, Hala and Shruti will discuss:

- Shruti’s background and early career

- Her transition from investor to COO at Facet

- Limitations within the financial planning industry

- Why entrepreneurs need professional financial advice

- The holistic approach to financial planning

- The results of Hala’s financial wellness quiz

- How Facet is disrupting financial planning

- The role of AI in financial planning

- Actionable steps for financial wellness

- The importance of fiduciaries for conflict-free advice

- The subscription model vs. traditional financial planning fees

- Why Certified Financial Planners are the industry gold standard

- And other topics…

Shruti Joshi is the President and COO of Facet, a leading fintech company revolutionizing financial planning with a subscription-based model. Before joining Facet, she founded a peer-to-peer recommendation service and held key roles at Verizon and Altman Solon. She is passionate about democratizing financial planning and making it accessible to everyone. Shruti has been recognized as Wealth Solutions Report’s AAPI Innovator of the Year and one of the top women industry leaders of 2024. A true globetrotter, Shruti has visited over 75 countries and is deeply interested in the psychology of wellness.

Connect With Shruti:

Shruti’s LinkedIn: https://www.linkedin.com/in/shruti-joshi-282369a/

Shruti’s Twitter: https://twitter.com/shruti_jo

Resources Mentioned:

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Shruti Joshi: Get Good With Money, Achieve Financial Zen With Personalized Financial Planning | E293

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