We were lucky to catch up with Lea Satterfield recently and have shared our conversation below.

Lea, appreciate you joining us today. How did you come up with the idea for your business?

Even though I had studied estate planning and fully understood the importance of an estate plan, having two small kids wasn’t motivating to dive into creating a well-documented estate plan. It took living through a pandemic, and seeing people we knew of pass from such an unplanned illness, that motivated my spouse and I to really create an estate plan to ensure our daughters were taken care of if the worst were to happen.

I was educated in this stuff, and it still took time to slog through all of the current information and knowledge to make sure we were using the best resources and documenting all of the things we needed to. In Fall of 2020, we personally completed our personal estate plans.

As a financial educator and coach, I work with people to help them increase their financial wellness. As the pandemic came into full swing, while I was personally invested in putting together an estate plan, I found that my clients also had a need for the knowledge and experience I was gaining. From that Written Wishes was born, an online estate planning course that walks people through the need-to-know knowledge to prepare a comprehensive estate plan. With the course we provide a physical binder, so that individuals and couples have a place to organize all of the important estate planning records for their loved ones.

Awesome – so before we get into the rest of our questions, can you briefly introduce yourself to our readers.

I’m Lea Satterfield, CEO of MPower Co, a financial education and wellness company all about empowering people to live their richest life both financially and emotionally. I started out by studying personal finance. After spending almost 12 years in the investment regulatory space, I realized I wanted to help people more directly.

At MPower Co we strive to empower people to live their richest life by combining the fields of personal finance and positive psychology, because financial and overall wellness go hand in hand. We work with people to answer the questions: how to we use money to increase our happiness, and how do we increase our happiness even in the absence of money?

We offer online courses and direct one on one coaching in the fields of retirement planning, couple’s finance, estate planning, and positive psychology.

All of our education is research and best practice based. We work to meet people where they are at and help them move forward with their goals.

Any advice for growing your clientele? What’s been most effective for you?

We have partnered with employers and organizations to bring our education to their employees or members of their organization. By doing so, this helps us keep our marketing costs in balance, as we work with the employer or board staff of the organization to promote our courses.

How’d you meet your business partner?

Well, this one is a little unique because my business partner is my mom. My mom is a trailblazer in combining the fields of personal finance and positive psychology. It’s definitely unique working with family members, but we each bring our individual strengths to the table. We are wise in understanding those strengths and each having our clear contributions to what we are working to accomplish within the business.

Contact Info:

• Website: mpowerco.com
• Instagram: mpower_finance
• Facebook: MPowerFinance
• Linkedin: mpowerfinance