--- title: "Meaning & Key Takeaway of: We're providing planning to a huge…" description: "\"We're providing planning to a huge audience who's never had access to financial planners before. This was always my plan for LearnVest. It was in my ve..." image: "https://sms4smile.com/quotes/i/180/alexa-von-tobel-10230_access_we-re-providing-planning-to-a-huge-audie_46438.png" --- # We're providing planning to a huge audience who's never… ![“We're providing planning to a huge audience who's never had access to financial planners before. This was always my plan for LearnVest. It was in my very first pitch deck.” quote by Alexa Von Tobel](https://sms4smile.com/quotes/i/180/alexa-von-tobel-10230_access_we-re-providing-planning-to-a-huge-audie_46438.png) [Download](https://sms4smile.com/quotes/i/180/alexa-von-tobel-10230_access_we-re-providing-planning-to-a-huge-audie_46438.png) [Open image](https://sms4smile.com/quotes/i/180/alexa-von-tobel-10230_access_we-re-providing-planning-to-a-huge-audie_46438.png) > “We're providing planning to a huge audience who's never had access to financial planners before. This was always my plan for LearnVest. It was in my very first pitch deck.” [Alexa Von Tobel](https://sms4smile.com/quotes/author/alexa-von-tobel/) ## About This Quote This interpretation was drafted with AI assistance. It is one reading of the quote, not the author's own explanation. Democratizing financial planning by delivering services to underserved populations at scale, as envisioned in the company's founding pitch. **In simple terms:** Broadening access to financial advice. Key Takeaway Financial inclusion through technology. Themes financial inclusion technology adoption entrepreneurship democratization scalable services Mood optimistic empowering Type mission statement founder vision When to use this quote - first-time investors seeking guidance - low‑income households lacking advisors - small business owners needing budgeting - young adults planning for retirement Key Concepts financial planning business model market expansion digital platforms Practical Applications - online advisory platforms - mobile budgeting apps Questions to Reflect On - How can technology lower barriers to professional advice? - What risks arise when scaling personalized services? ★ ★ ★ ★ ★ No ratings yet [Access](https://sms4smile.com/quotes/about/access/) [Audience](https://sms4smile.com/quotes/about/audience/) [Pitch](https://sms4smile.com/quotes/about/pitch/) [Planning](https://sms4smile.com/quotes/about/planning/) [Strategy](https://sms4smile.com/quotes/about/strategy/) ## Related quotes > [No one has ever raised capital because their pitch deck was pretty. 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It's huge,…](https://sms4smile.com/quotes/el-p/new-york-is-just-an-energy-there-s-a-beauty-to-the-way-it-s-laid-out/) [El-P](https://sms4smile.com/quotes/author/el-p/) > [We're definitely planning a huge world with this 'Venom' story, and we want to be able to satisfy our own desires and the desires…](https://sms4smile.com/quotes/ruben-fleischer/we-re-definitely-planning-a-huge-world-with-this-venom-story-and-we/) [Ruben Fleischer](https://sms4smile.com/quotes/author/ruben-fleischer/) > [“The Wall Street Journal recently pointed out, “The reason people get stuck is almost always an emotional reason…and they can get stuck for years…but…](https://sms4smile.com/quotes/barbara-stanny/the-wall-street-journal-recently-pointed-out-the-reason-people-get/) Barbara Stanny > [Financial planners are salespeople. They are NOT teachers. Get your education from someone NOT getting a commission.](https://sms4smile.com/quotes/robert-kiyosaki/financial-planners-are-salespeople-they-are-not-teachers-get-your/) [Robert Kiyosaki](https://sms4smile.com/quotes/author/robert-kiyosaki/) > [Financial planners who take commissions have a built-in conflict of interest...even with disclosure, my choice would be a Fee-Only planner.](https://sms4smile.com/quotes/jane-bryant-quinn/financial-planners-who-take-commissions-have-a-built-in-conflict-of/) [Jane Bryant Quinn](https://sms4smile.com/quotes/author/jane-bryant-quinn/) > [As a novelist, I tell stories and people give me money. 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When…](https://sms4smile.com/quotes/pete-docter/well-we-try-to-we-definitely-try-to-have-a-balance-and-i-think-things/) [Pete Docter](https://sms4smile.com/quotes/author/pete-docter/) > [ This is the industry that wants \[music\], the rap industry. You have to be on deck all the time, but you do not have… ](https://sms4smile.com/quotes/young-thug/this-is-the-industry-that-wants-music-the-rap-industry-you-have-to-be/) [Young Thug](https://sms4smile.com/quotes/author/young-thug/) > [None of us have any control over the deck or the hand we've been dealt. What we do have is total responibility as to…](https://sms4smile.com/quotes/steve-alten/none-of-us-have-any-control-over-the-deck-or-the-hand-we-ve-been/) [Steve Alten](https://sms4smile.com/quotes/author/steve-alten/) ## More by Alexa Von Tobel > [At LearnVest, we're working to make financial planning both accessible and affordable so that everyone has the opportunity to get on track financially.](https://sms4smile.com/quotes/alexa-von-tobel/at-learnvest-we-re-working-to-make-financial-planning-both-accessible/) [Alexa Von Tobel](https://sms4smile.com/quotes/author/alexa-von-tobel/) > [Get up, dress up, and show up.](https://sms4smile.com/quotes/alexa-von-tobel/get-up-dress-up-and-show-up/) [Alexa Von Tobel](https://sms4smile.com/quotes/author/alexa-von-tobel/) > [The most common reason new mothers return to work sooner than they'd like to is because they can't afford to go without their salaries…](https://sms4smile.com/quotes/alexa-von-tobel/the-most-common-reason-new-mothers-return-to-work-sooner-than-they-d/) [Alexa Von Tobel](https://sms4smile.com/quotes/author/alexa-von-tobel/) > [Tax time is the perfect opportunity to jumpstart your spring-cleaning by tackling your financial to-do list.](https://sms4smile.com/quotes/alexa-von-tobel/tax-time-is-the-perfect-opportunity-to-jumpstart-your-spring-cleaning/) [Alexa Von Tobel](https://sms4smile.com/quotes/author/alexa-von-tobel/) > [“Clearly, having money doesn’t mean you’re immune to money stress. 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But I definitely get sick…](https://sms4smile.com/quotes/alexa-von-tobel/i-go-to-bed-at-2-a-m-and-get-up-at-7-a-m-i-ve-never-been-a-sleeper/) [Alexa Von Tobel](https://sms4smile.com/quotes/author/alexa-von-tobel/) > [Without any formal personal finance education or trustworthy resources to tell them otherwise, the majority of people in the 18-to-24-year-old age bracket do not…](https://sms4smile.com/quotes/alexa-von-tobel/without-any-formal-personal-finance-education-or-trustworthy/) [Alexa Von Tobel](https://sms4smile.com/quotes/author/alexa-von-tobel/) > [When you have a lot of money, there's so many places you can go to manage your money. 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Life is all about trying to get somewhere first.](https://sms4smile.com/quotes/alexa-von-tobel/when-everyone-zigs-zag-life-is-all-about-trying-to-get-somewhere-first/) [Alexa Von Tobel](https://sms4smile.com/quotes/author/alexa-von-tobel/) > [The financial advice market presents an impossible conundrum: in order to work with a financial planner, you must have enough money to be of…](https://sms4smile.com/quotes/alexa-von-tobel/the-financial-advice-market-presents-an-impossible-conundrum-in-order/) [Alexa Von Tobel](https://sms4smile.com/quotes/author/alexa-von-tobel/) [Explore all 67 Alexa Von Tobel quotes ](https://sms4smile.com/quotes/author/alexa-von-tobel/) ## More Access quotes > [Conservatism is not about leaving people behind. 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I used to watch a lot of Fela…](https://sms4smile.com/quotes/king-krule/because-the-internet-s-there-i-have-access-to-a-lot-of-the-legends/) [King Krule](https://sms4smile.com/quotes/author/king-krule/) > [There needs to be some regime that is overseeing access to broadband to make sure we have openess; otherwise, there is a risk it…](https://sms4smile.com/quotes/vint-cerf/there-needs-to-be-some-regime-that-is-overseeing-access-to-broadband/) [Vint Cerf](https://sms4smile.com/quotes/author/vint-cerf/) > [While it's wonderful that investors have access to all the data now available to them, it has become a full-time job to sift through…](https://sms4smile.com/quotes/maria-bartiromo/while-it-s-wonderful-that-investors-have-access-to-all-the-data-now/) [Maria Bartiromo](https://sms4smile.com/quotes/author/maria-bartiromo/) > [It is truly vital for the United States to assure that it is not attacked with weapons of mass destruction; to prevent wars in…](https://sms4smile.com/quotes/stephen-kinzer/it-is-truly-vital-for-the-united-states-to-assure-that-it-is-not/) [Stephen Kinzer](https://sms4smile.com/quotes/author/stephen-kinzer/) > [Now that I'm more middle class, I have access to consumer goods. 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