In this episode of Purpose Driven Capital, we explore how behavioral finance can transform the way you approach wealth alignment, purpose-driven investing, and legacy planning.

Host Matt Johns speaks with Marla Sofer, founder and CEO of Knomee, a groundbreaking platform designed to help people discover their financial identity and align their money with their goals, values, and long-term vision. Marla challenges the common belief that money is the end goal, instead positioning it as a tool for creating meaningful impact and building a legacy.

Drawing from her experience at major financial institutions like BlackRock, JP Morgan, and Microsoft, Marla shares insights on personalized financial planning, ethical investing, and the importance of aligning your wealth with your purpose.

She explains how behavioral finance principles can bridge the gap between financial products and individual values—empowering investors to make more confident, intentional decisions.

If you’ve ever wondered how to connect your investments with your deeper life goals, this episode offers a fresh, actionable perspective on aligning money with meaning.

We also dive deep into wealth alignment, showing how money, when viewed as a tool, can be strategically deployed for impact investing, philanthropy, and purpose-driven wealth building.

You’ll learn how personalized financial planning can help ensure your investments consistently reflect your values, so your portfolio becomes an authentic expression of your identity.

Whether you’re building your legacy, seeking more meaning from your wealth, or navigating the complexities of financial decision-making, this conversation equips you with strategies to connect your money to your mission.

This episode is hosted by Matt Johns author and host of Purpose Driven Capital.

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DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investmen...