Solo Women's Money Guide
Explore expert insights from a financial advisor on building wealth, optimizing corporate benefits, and making confident money decisions as an independent woman. Each post combines practical financial strategies with real-world experiences to help professional women take control of their financial futures.
What’s your “Enough” number?
What’s your “enough” number? How much money do you really need to live the lifestyle you desire?
Spring cleaning for my finances?
As the temperatures warm, and sunlight lasts longer into the evenings, spring is on the horizon. The season's annual reminder for spring cleaning can be useful for your finances as well!
Trade Your Money for Memories
Spend your money on experiences which will make you happy and pay “memory dividends.”
Money and Sinek’s Infinite vs. Finite Games Thinking
Do you view money and building your personal wealth as a finite game or infinite one?
Your Mindset is the Key to Financial Health
Understanding our internal beliefs about money helps us make smarter financial decisions and avoid the behaviors that damage financial health.
Secure Act 2.0 Updates of Note
Summary of changes announced December 2022 in the SECURE 2.0 Act, and their impacts on retirement savings plans.
Bigger and Bigger Returns, Please
The greedy hands of investors emotionally grabbing for bigger and bigger returns.
Does your spending align with your priorities?
Whether you’re in a big season of change or not, take time to reflect on your goals and priorities and make sure your financial resources are aligned to what’s important to you!
How to Beat Decision Fatigue
Decision fatigue is real. Learn how to make decisions easier by identifying your values and using them as a framework to simplify your life.
Ready to Feel Financially Self-Sufficient and Confident?
It all begins with a complementary 15-minute chat. During our time, we’ll get to know what’s on your mind regarding your finances and see how we can help.
Note: You do not need to reveal any personal financial information, nor do you need to bring anything with you to the call.