The Blog

Building Wealth is 80% Mindset, 20% Technical: Let Me Be Your “Money Confidante”

The path to financial success isn't just about knowledge – it's about having the right partner to support your journey. While many financial advisors focus solely on investment strategies and market analysis, I understand that true wealth-building is 80% psychological and 20% technical.

Why You Need More Than Just Knowledge

You've probably noticed that despite having access to countless financial resources, books...

If you’ve ever felt overwhelmed by the idea of investing in the stock market, you’re not alone. For many women, even hearing terms like “market cycles” or “bear and bull markets” can bring up feelings of confusion or self-doubt. After all, the finance industry often seems designed to be complicated—filled with jargon, charts, and news that can make anyone feel like they need a finance degree to succeed.

But here’s the truth: the stock market is not as intimidating as it seems. In fact, once you...

There’s a deep connection that often gets overlooked: the link between mental health and financial success. Maybe you’ve experienced it as well – I know I have! – those days when a clear mind makes financial decisions feel easy, and those times when stress leads to impulse buys or financial avoidance. Just like with health and wellness, mental well-being has become crucial to financial well-being.

The Impact of Mental Health on Financial Decisions

When we’re calm and centered, our choices are ...

There’s a transformative shift happening across the board—maybe you’re noticing it, too.  Big systems are crumbling to make way for the new. Mainstream media is being replaced by social media and alternative platforms, the workforce is redefining what it looks like to have a 9-5, we’ve gotten incredibly knowledgeable about the “clean” movement as it pertains to what we put in and on our bodies…the list goes on.  

What I want to focus on here is the economic shift that women are behind.  We are ...

From as far back as I can remember, I’ve always had a fascination with money. I saw it not just as currency, but as a powerful tool for achieving dreams and creating possibilities in life.

My first experience with what money could truly do came during my teenage years. I had fallen in love with horses—captivated by the stories of "The Black Stallion" and determined to have a pony of my own. I’m sure my parents thought it was just another fleeting teenage obsession, an impossible dream. But I wa...

A visionary takes a holistic, 360-degree view to innovate and lead with purpose. Unfortunately, the financial industry has rarely been able to embrace this perspective. Like many of you, I struggled within that system. Now, I'm here to make a lasting impact by offering what I wish had been available to me years ago.

My passion for empowering women in finance—particularly investing—comes from my own journey of gaining clarity and insight. I've seen how our relationships with ourselves, our upbring...