MIND MONEY MOTION Elena Zee with ACEE and Lupe Camargo with Perspective Financial Services
Financial success is 20% head knowledge and 80% behavior. So it’s crucial to be sure we have a good foundation of knowledge and understanding. Personal finance is a life skill that needs to be taught in our schools and reinforced at home. Elena Zee from the Arizona Council on Economic Education, shares how Arizona is educating students as part of the new law passed requiring personal finance as a graduation requirement. Childhood is often the beginning of our money script messages in our head and then consumer marketing knows how to trigger emotions to impact our purchasing, not always for our own good. Lupe Camargo, from Perspective Financial Services, discusses our habit loops and how we can make positive behavior change when it comes to money decisions or any area we want to improve in our life.
Our mindset and body/mind connections are key factors that impact our health, success, and happiness in life. Not sure where to start or what next step to take? Listen in to what our guests have to share and challenge yourself to act on one of their tips. Elena offers fun ways to help children practice critical thinking when it comes to money decisions, how to consider the opportunity cost when you make your own personal purchase decisions, and encourages us to focus our actions on the question “what kind of life do I want to live?”. Lupe reminds us of the science behind marketing, steps we can take to work around our brain’s tendencies in order to be successful in making change and how we can overcome that “I am not good with money” script in our head.
The ACEE envisions a world where all school-aged children are empowered through economic and personal financial literacy to make informed and rational choices throughout their lives as consumers, savers and investors, workers, entrepreneurs, citizens, and participants in a global economy.
Our Mission is to reach and teach every Arizona student to become financially and economically responsible in work and life.
Elena Zee is President and CEO of the Arizona Council on Economic Education. Prior to this role, Elena had worked in the global financial services industry for more than twenty years, with her first job as an econometrician developing predictive modeling to launch new products at American Express in New York. She was then promoted to Director of International Operations responsible for customer service, business growth and process improvement worldwide.
Elena’s extensive work and travel internationally brought her to Arizona to build the international information management MIS and business analytics infrastructure and teams. Elena has a Master’s Degree in Economics from Columbia University and Double Bachelor’s degrees in Economics and Math from Wellesley College. She is a graduate of Lodestar American Express Leadership Academy Class VII and Valley Leadership Class 40. She is also a Certified Financial PlannerTM, and taught financial planning and economics at universities.
Elena is very passionate about education, professional development, economic empowerment, and international exchange, having served on the boards of Global Economic Education Alliance, Organization for Nonprofit Executives, National Association of Economic Educators, Phi Beta Kappa of Greater Phoenix, and Chinese Chamber of Commerce of Arizona. Elena has represented the City of Phoenix multiple times to visit China for cultural, education, tourism and business exchange.
Perspective Financial Services is a full service Financial Planning and Investment Management firm. They are fee-only planners acting as their clients’ fiduciary, putting clients’ interests before their own. They do not receive commissions or any third-party sales which allows them to remain free of conflicts of interest.
As qualified financial planners they help manage finances, provide direction in identifying goals, and help maintain a balanced portfolio in uncertain economic times. They strive first to understand clients background, philosophy, needs, objectives and concerns to develop a personal plan for their unique situation. They then provide the necessary resources to understand options to make confident decisions.
They help clients gain control of their financial life with a range of customized services and online tools that will organize everything from budgeting, taxes and insurance needs to planning, investments and goal setting.
Lupe Camargo has been serving clients as a financial planner for 15 years. She received her undergraduate degree from Arizona State, and her MBA from University of Texas at Austin. Prior to becoming a financial planner, Lupe held management positions with US West and Honeywell.
In addition to providing financial planning services, Lupe also works with clients to explore opportunities to create stronger financial habits, and understand behaviors that may be preventing them from achieving their goals. She is a lifelong learner, and has been certified and has conducted boot camps on behavior change. This passion began as she pursued her goal of optimizing her own health.
She is active in her community, and has dedicated years of service to both the Girl Scouts AZ Cactus Pine Council, and the Friends of the Tempe Public Library.
Connect with Lupe on LinkedIn.
ABOUT OUR SPONSORS
The Women’s Enterprise Foundation (WEF) is a 501(C)3 charitable organization that supports and inspires women business owners within the greater Phoenix area. For over 10 years we have sponsored women through scholarships and grant funding. Our monthly scholarship applications and bi-annual grant opportunities have assisted over 20 women in 2018 and 2019. These women continue to develop themselves as business leaders. The grants give them the increased capital to help generate greater revenue in their business. Scholarships help support their business growth through leadership and business training. We know when women grow their businesses, they benefit entire communities.
The first Friday in November each year, we hold our annual fundraiser at the Scottsdale Resort at McCormick Ranch. This year our featured guest speaker will be Dr. Connie Mariano, the first military woman to serve as a White House Physician to the President. Info for scholarships and grants, as well as our upcoming event may be found at .
WEF is proud to sponsor Marie Burns in her podcasts, Mind, Money and Motion, that will positively educate women about money habits. We are excited for Marie Burns to spread her message, as it is consistent with the success for women in business, as well as their personal financial growth.
Our financial support of Marie’s grant continues to create a foundation that WEF fosters. We believe that women are the glue for their communities as they participate in, orchestrate and mediate relationships, opportunities and business growth. We are confident that her support and success will multiply and benefit many others.
Mind Money Motion is an education business whose mission is to help women worry less about running out of money by keeping their mind and body healthy so they can enjoy LESS WORRY, MORE LIFE.
Money is the number one stressor in American’s lives and one of the main reasons for divorce. Women are often uncomfortable with financial decisions OR don’t have the time or interest to take care of financial matters OR don’t know where to begin or if they are on track.
As the founder, Marie Burns provides tools and resources through her podcast, books, speaking events, website and social media to be the financial advocate women need.
ABOUT YOUR HOST:
Marie Burns, a Certified Financial Planner (CFP®), has been advocating for clients’ financial health for almost 20 years.
Originally from Wisconsin, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now has an independent advisory practice where she offers financial planning and investment management called Focus Point Planning.
She is a volunteer ambassador and board member for The Financial Awareness Foundation, member of the Financial Planning Association, board member for the Senior Advocacy Group of Ahwatukee, author of a financial checklist book series, and podcast host of Mind, Money, Motion, where she strives to help women enjoy LESS WORRY, MORE LIFE!
Follow Mind, Money, Motion on Facebook.