Blog

My Women’s Wealth Process

Based on the core issues and concerns that many women face when it comes to their money, I have designed a unique process that enhances the experience for women and their ability to become more confident in making smart decisions with their financial life.Read More »

Are you a Responsible Woman?

As I began to focus my efforts on engaging women, I realized that most of the clients that are referred to me are responsible women whose lives have been consumed with work and family, often leaving their finances at the bottom of their priority list.Read More »

Why I Became a Financial Advisor

Like many people, I grew up in a family that faced financial struggles. As much as parents don’t want their kids knowing about their stresses, it’s often hard to hide. Between my parents’ fighting over money, the disappointing Christmases, and my parents’ confiscation of our birthday and confirmation money to pay bills, my brother and I were always well aware of those money issues from a young age. These financial hardships often resulted in chaos and stress for my parents, brother, and me, and it left us all feeling insecure about our future.Read More »