I have been surprised by some recent conversations with potential clients. And while they were certainly instructive for me, I thought they’d also be instructive for You Out There, you who might be wondering if you need or deserve a financial planner.Continue reading
“Essentialism” and the Disciplined Pursuit of a Better Financial Future.
I recently read the book Essentialism: The Disciplined Pursuit of Less, by Greg McKeown. To vastly simplify it: time is a finite resource, spend it well. As I read it, I was struck by how this book’s philosophy and recommendations translate darn near exactly into effective financial planning. Continue reading
Tired of Working in a Boys’ Club? Start Building a Club that Works for You.
I work with women in tech. Yes, I might talk with one woman about how to invest her 401(k) or another about what to do with her stock options. But I find the one topic that comes up with just about every woman I talk to: Continue reading
A Gender Gap Women Can Get Behind
Gender gaps usually don’t usually work in women’s favor. The pay gap. Representation at the executive level. Number of female founders. These all hurt women financially. Continue reading