Live life on
your own terms.

Helping women gain clarity,
control, and confidence in their
financial lives.

Take the first step.

I help women gain greater clarity, control and confidence in their finances so they can live life on their own terms.

I am you. My journey into personal finance started unexpectedly more than 25 years ago when my mother developed cancer and was eventually left disabled. I hired a financial advisor to help my parents with their finances. He sold them expensive back-load funds (5.75%) that further enriched him while hampering their returns. After a year and a half, I caught on and made the tough decision to fire him and oversee our family’s finances myself.

As an investor and financial planner, I’ve noticed that while women have made tremendous strides educationally and professionally, this has not always translated into greater financial security. Why?

While there are still a number of social, professional, personal

and psychological biases that hold us back, we are far from helpless.  Never have we been better positioned to save ourselves.

We have many of the resources we need to further secure our financial well-being. And, money is just one of them. As with any resource, money has its own energy. I can teach you to harness it more efficiently. In so doing, you can transform money from being the wind in your face to the wind on your back. This will help you go quicker, farther, and with less effort.

Our society often equates money with wealth. While there is overlap, in my mind, they are different. Money is the means to live life on your own terms. 

Wealth, however, is the recognition that a life well-lived means taking care not just ourselves, but also our families and our communities.

Tell me, what is it you plan to do with your one wild and precious life?
– MARY OLIVER

(Financial Independence)

“How do I make the most of my financial lead to pursue meaningful work; flexibility; travel; hobbies; etc?”

“How do I prioritize my finances so I can achieve my goals while fulfilling my responsibilities?”

“How do I set myself up for a successful retirement?  It’s my turn!”

RECENT POSTS

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August steep market decline serves as a useful dress rehearsal for how we might react in a bear market and what we should do now to increase survival.

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We often look to books for answers to Life’s persistent questions. However, these three books reveal that contradictions can reflect a higher truth than mere beliefs in this or that.

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Given 2023 stock market’s reversal of 2022 decline, I want to share my thoughts on markets and money by highlighting potential risks and returns to help you chart your financial course forward.

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