I recently ran focus groups for the senior women in a client system to ask what helps and hinders advancement for women in their company. In addition to the usual issues about men taking credit for their work and ignoring their ideas, these women raised a theme that I found especially troubling: they repeatedly asked…
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Determining Your Child’s Money Personality
You are walking through the store with your four-year-old little girl, and she seems to have an eye for everything. “Mom, check out these sunglasses? How about these sandals? I would look great in this outfit!” It’s cute to watch them bounce around and be so excited, but at the same time, it might be…
Getting through a Tumultuous Time
Over the past few weeks as many have celebrated Easter, Passover, and other spiritual observances, a common theme is ‘beginning again’. This time of year is indeed one of renewal and ongoing transformation. With this COVID 19 crisis, the season and year has been strange, surreal, and to use an overused word: unprecedented. All of…
Risk and Your Financial Future
Don’t worry, I’m not here to talk about the Coronavirus. We are getting enough of that from TV and the internet these days. However, I would like to focus on one particular issue that this most recent emergency in our country has brought forward for many Americans: a financial crisis. We are all well aware…
Mothers and Choice
A primary narrative in family policy in the United States is that parents should have choices. The idea of choice fits neatly within the values central to the founding of the United States—freedom, independence, and individualism. These values assume that people should be responsible for themselves and should “pull themselves up by their bootstraps.” In…
Meet Stress, Our Killer
I have not met a single person in my life who has not experienced stress at least ONCE in their life! Deadlines, financials strains, investor expectations, career decisions, problem children, spousal demands…the causes may differ for each of us, but the effects are the same. Stress damages our health, our cognitive capabilities, our relationships, and…
Preparing For Key Meetings At Work
It’s the simpliest thing, but often with so much going on, we don’t prepare for our meetings. Why is that? Elizabeth shares with us what being prepared does for us as it relates to influence.
Our work here is done
I do love my clients. I love the process of working with them to decide if we are a good fit. I love the support that I am able to provide within our relationship. I love tracking things intuitively and advising them as they go. I am a happy little clam over here, serving folks…
Collaborating with Women for Their Bigger, Brighter Future
We love this topic of “Building Up and Supporting Women” as that is a basic foundational principle of our financial planning and wealth management practice. In our work with our clients, some of our women clients may be experiencing a life transition, such as widowhood, divorce, or a business or career change. As many of…
