I think about diversity and inclusion a lot. I sit on a diversity advisory board for the XY Planning Network with our primary goal being to try to bring more women and people of color to the financial planning profession. I’m also really passionate about making...
Starting a business is a daunting prospect for anyone. In addition, the world of business has been dominated by men for decades, and women face an uphill battle to carve out their own place in the market. As a result, women entrepreneurs cannot afford to be...
As humans, we’re faced with an endless array of daily decisions. Everything from what we wear, to what we eat, how we spend our time and more require conscious discernment to ensure we’re maximizing our chances of success, while minimizing decision making stress. But...
Surely you’ve heard (and maybe even embrace) the idea that money can’t buy happiness. After all, happiness is the one thing we dream about that can’t be placed in an Amazon shopping cart or bought from our favorite big box store. Or can it? In their book, Happy Money:...
When starting a business there are many funding options to research. However, you may be surprised to find out that most funding options don’t open up to small business owners until you’ve been in business for 2 years or more. This includes bank lending, SBA loans,...
If the answer to that question differs from how you're spending your time today, you should read this book. It offers a path to a more purposeful and fulfilling life through research and stories from real women who took steps to pursue their dreams. Each chapter has a workbook to help guide your self reflection.