Working Together

I consider my work life planning rather than financial planning. During our first meeting, rather than bring your financial statements, please take some time to reflect on the questions to the right-hand side and bring your responses, instead. To help you effectively, I need greater context for your life, your values, your goals.

A conversation is a two-way-street. So, feel free to send or bring your list of questions for me as well. I’m happy to answer them as best as I can. Through our initial conversation, I hope we’ll be able to gauge whether or not we are the proverbial “good fit.” If yes, then I can work with you to outline next steps to move things forward. If no, then we will have given each other the opportunity to work with others who are better aligned. Win-win!

What is your story?

What were your earliest money memories and how have they influenced your actions as an adult?

What kind of life do you want to live? What role do you see money playing in that?

What has prompted you to seek out financial advice at this point in your life?

What are you looking for in a financial planner?

What does success look like for you?

“

And the day came when the risk to remain tight in a bud was more painful than the risk it took to blossom.
– Anais nin

How is Women's Wealth different?

Business and design concept. A lot of white pencils and one pink color pencil in the middle that is above the rest, representing it's uniqueness and leadership role.

SERVICE

vs 

SALES

Two women hiking and one is trying to pull the other up an incline.

PARTNER

vs 

GATEKEEPER

Rabbit and turtle standing next to each other.

slow and steady 

vs 

fast and fleeting

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October 2023

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