--- title: "Wealth with Purpose: Redefining Financial Planning with Jessica Gibbs" description: "In this episode of The Connected Advisor, Kyle Van Pelt talks with Jessica Gibbs, Partner and VP at Monument Wealth Management." url: https://www.milemarker.co/podcast/wealth-with-purpose-redefining-financial-planning-with-jessica-gibbs updated: 2025-01-07 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 75 · Jan 7, 2025 · 39 min # Wealth with Purpose: Redefining Financial Planning with Jessica Gibbs [**Jessica Gibbs***Partner & VP, Monument Wealth Management*](https://www.milemarker.co/podcast/guests/jessica-gibbs) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode In this episode of The Connected Advisor, Kyle Van Pelt talks with Jessica Gibbs, Partner and VP at Monument Wealth Management. Jessica shares her journey from nonprofit fundraising to financial planning, driven by her passion for helping people align their wealth with their purpose. She highlights the importance of personalized communication, Monument’s innovative approach to financial advising, and the firm’s commitment to flexibility and inclusivity. Jessica also shares insights about hosting Monument’s podcast Off the Wall, leveraging technology for efficiency, and preparing the next generation of advisors. In this episode: - (00:00) - Intro - (01:50) - Jessica's Money Moment - (02:15) - Transition to financial planning - (06:25) - Joining Monument Wealth Management - (08:23) - Jessica's critique of the financial industry - (11:33) - How Monument uses podcasting - (15:20) - What makes Monument stand out - (23:04) - Gender equality and the future of financial planning - (27:24) - Monument's culture and work-life balance - (30:20) - Leveraging technology - (33:32) - Milemarker Minute **Key Takeaways** - **Align Your Wealth with Your Values:** Wealth isn’t just about accumulating assets; it’s about aligning your financial resources with your life’s purpose. Whether it’s charitable giving, personal goals, or legacy planning, identifying and prioritizing what truly matters ensures your wealth creates meaningful impact. - **Tailor Your Communication to Build Stronger Relationships:** Effective financial planning goes beyond technical expertise; it’s about understanding your clients’ unique needs. Whether they prefer detailed analysis or a bottom-line summary, adapting your communication style builds trust and long-term relationships. - **Embrace Collaboration for Better Client Outcomes:** A team-based approach brings diverse perspectives to the table, resulting in more comprehensive solutions for clients. Monument Wealth Management’s ensemble model showcases the power of collaboration in financial planning. **Quotes** “Being a financial planner is about the money, the modeling, taxes, IRS code. But it is equally a relationship business. It is equally a communication business.” ~ Jessica Gibbs ”This is a subject matter that I've always loved learning about. I was that kid who read Money magazine in high school. I opened my first Vanguard account when I got my first job and invested in a mutual fund. I talked to my friends about like, hey, do you have an investment account?” ~ Jessica Gibbs “Wealth is going to be changing hands to women and younger generations… Having women representation within the industry is so important to making sure that you are speaking effectively to female clients.” ~ Jessica Gibbs **Links** - Jessica on LinkedIn: [https://www.linkedin.com/in/jessicagibbscfp/](https://www.linkedin.com/in/jessicagibbscfp/) - Monument Wealth Management: [https://monumentwealthmanagement.com/](https://monumentwealthmanagement.com/) - Off the Wall podcast: [https://monumentwealthmanagement.com/resources/?type=podcast](https://monumentwealthmanagement.com/resources/?type=podcast) - Brookings: [https://www.brookings.edu/](https://www.brookings.edu/) - Georgetown School of Continuing Studies: [https://scs.georgetown.edu/](https://scs.georgetown.edu/) - Dave Armstrong: [https://www.linkedin.com/in/davidbarmstrong/](https://www.linkedin.com/in/davidbarmstrong/) - eMoney: [https://emoneyadvisor.com/](https://emoneyadvisor.com/) - G2 Leadership Institute: [https://ensemblepractice.com/services/g2-leadership-institute/](https://ensemblepractice.com/services/g2-leadership-institute/) - Dean Catino: [https://www.linkedin.com/in/dean-catino-cfp%C2%AE-cpwa%C2%AE-crpc%C2%AE-60311211/](https://www.linkedin.com/in/dean-catino-cfp%C2%AE-cpwa%C2%AE-crpc%C2%AE-60311211/) - Greater DC Diaper Bank: [https://greaterdcdiaperbank.org/](https://greaterdcdiaperbank.org/) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up ?iv\_load\_policy=3&rel=0&modestbranding=1&playsinline=1&autoplay=0&mute=1” data-thumbnail=“Medium Quality” frameborder=“0” allow=“presentation; fullscreen; accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture”> [Listen to this week’s episode.](https://open.spotify.com/episode/6QwMTiMPfb9kizxoRDq9ye?si=882b54e5120b4338&utm_source=newsletter.milemarker.co&utm_medium=newseletter&utm_campaign=wealth-with-purpose-redefining-financial-planning&_bhlid=b42f2bb084b8aa66bd5925f809d3e769e29bbfbf&nd=1&dlsi=93ec9dbe9a884490) ## Episode 075 On this week’s episode of The Connected Advisor, I speak with [Jessica Gibbs](https://www.linkedin.com/in/jessicagibbscfp/), Partner and VP at [Monument Wealth Management](https://monumentwealthmanagement.com/). In this episode, Jessica shares her journey from nonprofit fundraising to financial planning, driven by her passion for helping people align their wealth with their purpose. She highlights the importance of personalized communication, Monument’s innovative approach to financial advising, and the firm’s commitment to flexibility and inclusivity. Jessica also shares insights about hosting Monument’s podcast Off the Wall, leveraging technology for efficiency, and preparing the next generation of advisors. #### **Key Takeaways** **Align Your Wealth with Your Values:** Wealth isn’t just about accumulating assets; it’s about aligning your financial resources with your life’s purpose. Whether it’s charitable giving, personal goals, or legacy planning, identifying and prioritizing what truly matters ensures your wealth creates meaningful impact. **Embrace Collaboration for Better Client Outcomes:** A team-based approach brings diverse perspectives to the table, resulting in more comprehensive solutions for clients. Monument Wealth Management’s ensemble model showcases the power of collaboration in financial planning. **Innovate and Leverage Technology to Add Value:** From estate planning tools to tax modeling software, utilizing innovative technology can streamline processes and enhance the client experience, allowing advisors to focus more on meaningful interactions. #### **Quotes** “Being a financial planner is about the money, the modeling, taxes, IRS code. But it is equally a relationship business. It is equally a communication business.” ~ [Jessica Gibbs](https://www.linkedin.com/in/jessicagibbscfp/)  ”This is a subject matter that I’ve always loved learning about. I was that kid who read Money magazine in high school. I opened my first Vanguard account when I got my first job and invested in a mutual  fund. I talked to my friends about like, hey, do you have an investment account?” ~ [Jessica Gibbs](https://www.linkedin.com/in/jessicagibbscfp/) “Wealth is going to be changing hands to women and younger generations… Having women representation within the industry is so important to making sure that you are speaking effectively to female clients.” ~ [Jessica Gibbs](https://www.linkedin.com/in/jessicagibbscfp/) #### **Links** [Jessica Gibbs](https://www.linkedin.com/in/jessicagibbscfp/) [Monument Wealth Management](https://monumentwealthmanagement.com/) Off the Wall podcast Brookings [Georgetown School of Continuing Studies](https://scs.georgetown.edu/) [Dave Armstrong](https://www.linkedin.com/in/davidbarmstrong/) [eMoney](https://emoneyadvisor.com/) [G2 Leadership Institute](https://ensemblepractice.com/services/g2-leadership-institute/) [Dean Catino](https://www.linkedin.com/in/dean-catino-cfp%C2%AE-cpwa%C2%AE-crpc%C2%AE-60311211/) [Greater DC Diaper Bank](https://greaterdcdiaperbank.org/) #### **Connect with our hosts** [Milemarker.co](https://www.milemarker.co/) [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) #### **Subscribe and stay in touch** [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) [YouTube](https://youtu.be/w0r1nSNXe5I) **While there, please don’t forget to Download, Like, and Subscribe.** If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt). Kyle Van Pelt [**Jessica Gibbs***Partner & VP, Monument Wealth Management*](https://www.milemarker.co/podcast/guests/jessica-gibbs) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. 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