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.
Will Vs. Trust: What’s the difference?
As a single woman with 2 four-legged children, I knew I wanted to document "guardianship" for my fur-babies in the event of my unfortunate demise. But what about the rest of my "stuff"? How was I supposed to document my wishes for my siblings, nieces, nephews, closest friends and charities close to my heart? Would a will or trust take care of the needful?
Can You Create Wealth That Lasts?
No matter how high your salary, successful your business is, or big the windfall – is it enough to create lasting wealth? How about generational wealth?
If your goal is to have enough to live the life you want and pass down wealth to provide ongoing security for your family, what do you need to think about besides money?
Why Employers Should Care About Employee Personal Finances
Worrying about money is a joy-stealer - and it's a time and focus stealer. Employees with worries or concerns about money are not 100% focused on their jobs while they're at work.
Women and (Their Own) Business
The planning required to ensure that the business will be a source of wealth over the long term can take time and effort. For women-owned businesses, there is an additional level of complexity as women’s financial journeys follow a different trajectory.
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.