Megan Lathrop, Finanseer™ Certified Financial Planner® & Certified Money Coach (CMC) had her first debut as a "Finanseer" exploring different types of currencies back in her early childhood, beginning her life-long fascination with people's relationship with different types of "currency." She wanted to know why we often feel that our current financial situation is not creating the financial life, and more accurately stated, the actual life we wanted to have. Or as her family tells it, she wanted to know "why, why, why???"
From her start in 2001 she has been an innovative Financial Advisor in her industry. She stepped out of college right into San Francisco's Financial District's Morgan Stanley office. Defeating the odds of an industry with a 99% turnover, Megan quickly became one of the top 1% that survives. With long-term partnerships working with Senior VPs at both Morgan Stanley and Merrill Lynch, she managed close to $400 million in client assets. She of course also found herself managing many client's fears, greed and negative beliefs around money, which were really running their portfolios.
While continuing with Morgan Stanley, and then Merrill Lynch, She became a Certified Financial Planner® in 2006 and a Certified Money Coach (CMC) in 2009. With these under her belt, she began coaching people to create more than just a "financial life," but a "rich life" not limited by money beliefs, patterns and behaviors. For many, this leads to a realization of how an unconscious relationship to money dictates both their financial and emotional future. Today, Megan is passionate about equipping individuals, couples and partnerships who believe their life is limited because of money. Her greatest passion currently is sharing her premier tool, called "4C" or "FourSee," which is a series of four steps that guide anyone with a problem that stems from a financial limitation to "see" clearly what is their real issue. This powerful tool creates an opening for many epiphanies regarding one's financial beliefs and opportunities.
She currently is earning her Master's degree in Integral Counseling Psychology at the renowned California Institute of Integral Studies (CIIS) in downtown San Francisco. She also holds a degree from UCSB in Global and International Studies and traveled studying Global Economics in the late '90s. She can be heard on several radio stations sharing her philosophy about our relationship with money, where she takes live call-ins taking clients through "4C," while also contributing to Deliberate LIFE magazine, and sharing her message of true financial freedom to financial firms, non-financial organizations and public organizations.
Megan has laser-like precision in pointing out the fundamental belief (or contradiction) about how we approach the tangled topic of money and finances in our daily life. After this 'ah ha' moment of release, the path to changing our relationship to money is not only more clear, it is freeing.
Professionally, Megan is highly capable and accountable; she takes something on, she is committed. She is a very polished and dynamic speaker. She is a keen listener, observer and coach, and is capable of stepping up or letting others lead as appropriate. I highly recommend Megan as a coach and speaker.
Use of archetypes and a simple visualization were extremely effective in helping me understand my own relationship with money. I highly recommend the experience.
Let's have a conversation about your relationship with money and how you can free up your life by changing your unconscious beliefs! I will help you see those blind spots and move past them to a better way to work and live!