More Than Money with Colleen Bowler: Why Connection Comes Before the Plan

December 22, 2025

Lorie Jones

In this episode, host Lorie Jones sits down with Colleen Bowler, co-founder of C&J Innovations and a trailblazer in the world of financial planning, to talk about the often-overlooked human side of finance and how financial plans should accurately reflect your unique life, dreams, and values, not just numbers on a spreadsheet.

Colleen opens up about her personal journey from a challenging childhood to building her career as a single mom, growing a thriving business focused on empowering clients and advisors. She discusses her habits for success, the importance of mentorship and collaboration, and how pushing past outdated norms can create not only financial but personal freedom.

Whether you’re at the start of a career in a male-dominated field or want inspiration to lead with authenticity and courage, this conversation offers wisdom, actionable advice, and feel-good moments. Get fearless!

Show Highlights:

Impactful books on business and habits to add to your list. [04:06]
The importance of financial preparedness in families. [06:14]
How human-centered fintech advisory tools help tailor plans. [09:44]
Insights on female clients in finance and widows’ retention. [11:57]
“Living, breathing” fintech and relationship value in advisory. [13:51]
Why investing in continued learning is crucial for growth. [16:54]
What are you “feasting on” with your power of agency? [19:22]
Making a career in finance work as a woman. [20:59]
Life lessons on snap decisions, financial responsibility and rewards. [25:26]
“January depression” in business and having a readiness fund. [30:33]
Advice for young women entering finance. [38:21]

To connect with Colleen Bowler, go to https://www.linkedin.com/in/colleen-bowler-cfp%C2%AE-09576796/ on LinkedIn.

Find C&J Innovations, LLC, on LinkedIn at https://www.linkedin.com/company/candjinnovations/.

For a 15-minute discovery call with C&J Innovations, please visit https://calendly.com/candj_colleen/discover.

Check out The Passport Package™ at https://thepassportpackage.com/.

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For more information about Lorie Jones, go to https://fearlessfinancialadvisors.com/fearless-females.

This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products.

The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional.

For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit http://fidelis-wealth.com.