Women & Wealth
While wealth can provide various options and opportunity, managing wealth can create stress and anxiety. I believe that the right advisor should collaborate with their client to provide freedom from worry and security for their financial future.
Money & Freedom
Women control over $11 trillion in the US. Most women, however, don’t feel supported or understood by their advisors. I partner with women to design a future which aligns personal, professional and family goals with their wealth to secure financial freedom.
How to Teach your Children about Money
How to Teach your Children about Money: As parents, we continually struggle to pass knowledge to our children. Unfortunately, sometimes financial knowledge is left off the list or lost in translation. Below are 5 tips [...]
Women and THE INVESTMENT GAP… It is time to catch up
Women and THE INVESTMENT GAP… It is time to catch up: Women continue to struggle for equality on many levels. Financially, we face an uphill battle to land the best jobs and earn an equal [...]
14 Financial Tips for Millennials
14 Financial Tips for Millennials: With two millennial children, I see firsthand the unique personalities built into this new generation. Even though they have been dubbed the Me Generation or labeled as entitled or self-obsessed, [...]