I do my best to be a Financial Grownup but even I need help at times. Top of my list for advice: Elle Kaplan. Her heartfelt story about the death of her father, and the financial impact it had on her well-intentioned mother hits readers hard and gets attention. A number of readers have told me they specifically started talking to their own parents about their financial planning because of Elle's candid and emotional story.
But Elle was much more than a role model in the conception and evolution of "How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom" . She was there for two years of brainstorming what chapters to have, which celebrities and CEO's to include as role models. She helped with ideas for experts, and even chose the photo you see on the cover of the book. No task is too small for Elle.
It is that attention to detail that translates into her success in business. She is laser focused on building LexION Capital. She is both consistent in her approach, and innovative in her planning for growth. Elle is on top of trends in the investment business, but a student of history. While we can't all be clients of LexION Capital, we can all benefit from the advice she gives in "How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom" . I am so grateful she is part of this project.