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Episode 68: S7E4 – A Safe Space for Finances

  • By dbllawyersv2
  • November 22, 2022
  • Season 7

On this episode of the Blackletter podcast, Tom Dunlap chats with Melanie Simons, the co-founder and CEO of ReFrame Wealth. In Session 1 of 3, Melanie sits down to talk about her entrepreneurial journey and what she’s learned. An investment advisory firm, ReFrame Wealth prioritizes financial planning and highly customized portfolio management. Financial discussions can be anxiety-provoking; Melanie and her team pride themselves on being a safe place to have those conversations. Listen to the episode to hear about how the pandemic, resignations and more spurred Melanie’s entrepreneurial path.

 

Links: 

ReFrame Wealth website

ReFrame Wealth LinkedIn

Melanie C. Simons LinkedIn 

The ReFrame Wealth Story

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