In this insightful episode, I sit down with financial advisor and life planner Allie Beckmann, who brings a powerful blend of emotional intelligence and financial strategy to her work. With a background in the arts and wellness, Allie shares how her unique journey led her to redefine what financial advising can look like, rooted in curiosity, values, and a mindset-first approach.

We explore:

• How questioning your own thoughts can unlock growth and profit

• The connection between mindset, beliefs, and financial success

• Why traditional financial advice models don’t always serve modern clients

• The power of flat-fee planning and value-aligned money strategies

• How Allie blends behavioral coaching with financial literacy for deeper impact

Allie also opens up about her biggest life lesson- trusting the process - and how she helps clients align money with meaning in every stage of life and business.

About Allie:

Ali Beckman is the founder of Beckman Financial, where mission-driven individuals and business owners learn to use money as a tool to build a life that reflects their values and vision for impact.

As a flat-fee financial planner, wealth manager, and behavioral coach, Ali helps creatives, visionaries, and service-based entrepreneurs bring order to their finances and build lasting wealth. Known for blending strategy. With emotional intelligence, Ali takes a deeply human approach to financial planning, guiding clients with clarity, confidence, and compassion.

Beyond her client work, she's passionate about helping fellow advisors build thriving, value-driven practices with strong business foundations and smart scaling strategies.

🔗 Connect with Allie:

• LinkedIn: Allie Beckmann

• Website: beckmannfinancial.com

🔗 Connect with Nina:

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