My Personal Story:  Why Women?

As a young woman, I felt the world was my oyster — I did well in school, loved learning new things, and relished a challenge. As a result, I couldn’t understand why so many of the women in my family were dependent on the men in their lives to make every decision for them, especially the financial ones. Time and again I saw these women end up in a personal and financial crisis after the relationship ended, and their expressions of helplessness and fear for their future left me determined to never let that happen to me.

My deep-seated desire to become independent – both personally and financially – eventually propelled me to become a financial advisor. I immediately observed that, like the women in my family, many of my female clients were not engaged with their finances, leaving those decisions to their spouses. It became alarmingly clear to me that, like my family members, my female clients were relinquishing their power and setting themselves up for a potential financial crisis, should life not go as they planned.

Unfortunately, not long after launching my financial advisory career, I had to contend with a crisis of my own. I was widowed at 34 years old. My husband’s illness and death turned my world upside down – I never imagined that my “happily ever after” would be cut short at such a young age. But because I had a strong handle on our finances, after his death I was able to direct my energy toward grieving and emotional healing, instead of scrambling to deal with money issues. This experience solidified my conviction that women need to be engaged in their financial lives sooner rather than later – before the unexpected inevitably happens.

That’s why as an advisor my mission is to create an environment that inspires women to become fully engaged in their financial affairs, naturally leading to feelings of power and strength over their lives and optimism about their future.

This is why I do what I do.

Lisa