Build your professional network
Keep you on track (You don’t have to)
Provide secure, online access to your finances
Accommodate your schedule
Coordinate your financial and career goals
Collaborate, educate, and empower
I know a little something about the opportunities—and difficulties!—you have as a woman in the tech industry. For starters, I used to be in it. And then I moved from the Tech Industry frying pan into the Financial Industry fire!
I’m excited to combine my experience, my training, and, yes, my enthusiasm for personal finance to support other women who see great potential for themselves and their community.
When you log on to your 401(k) website at, say, Fidelity, do you see a mysterious mention of a “BrokerageLink®”? Have you ever wondered what it is and whether you […]
It depends. Thank you. Thank you. I’m here all week.
Specifically, hiring an Associate Advisor.
