Build a profitable business from day one in order to reap the benefits of a successful exit.

Here’s a little secret; there is more than one way to measure profit, and not everyone measures the same.

How to be confident with inflation all around us. Why inflation matters to you. What can you do about it? What not to do about it. Why you shouldn’t worry.

Have you ever made an emotional investing decision? Do you have a personal Investment Policy Statement? Here are four ways you can craft your own IPS and avoid making emotional investing decisions.

If you are one of these people who have changed jobs recently or are thinking about changing jobs, here are two points to consider to get your financial affairs in order.

If you are a 40 year old woman with a life expectancy of another 50+ years, what is your life plan? If the pandemic has taught us anything, it's that life is unpredictable and plans can go out the window with a moment's notice. I like to live by the saying, "plans are worthless, but planning is everything".

How your imposter syndrome affects your nest egg, and what you can do about it.

Many of you out there are looking for ways to give and support causes that you care about. Last week I talked about what issues someone may want to consider when receiving an inheritance. An inheritance is another great vehicle for philanthropy planning. This week I interviewed Randi Hogan

I was asked a couple weeks ago by a lovely couple, what they should do with their inheritance. The final parent had just passed away earlier this year and left a good amount to all the adult children to split. Inheritance is an exciting event to contemplate, but of course it comes at a very big expense. If you are a person who has this same question, I first want to offer my condolences to you and your family. You cannot have an inheritance without going through a major life event in your family. Here are some tips for financial planning and investment management for women, business owners and families.

Our clients are women, executives, families, business owners and independent thinkers. We use our guiding principles to help them build a financial plan tailored to their lives. We discuss debt, budgeting, investments, net worth, financial literacy and stewardship.