Financial Matters Blog


The End of the Beginning or It’s Ending but Doesn’t Have to Be Over

May 2023

If divorce is in your future, it’s important to get organized so that you won’t drown in a sea of paperwork.

Be ready when the real work begins, which saves money. Even if you are not the most organized person or you don’t have immediate access to what you need, a little pain now will payoff in the future.

When making what is likely one of the most important, life changing financial decisions, an experienced divorce expert can help guide you through the process from the beginning, to avoid emotions taking over.



Career Transition

Take the Shot

March 2023

Change may come at any time. It can be exciting, exhilarating and energizing. What makes some people hesitate, often is the impact change has on your financial situation. Whether it’s your dream job, taking the risk at a start-up, or a big promotion it’s important to know that your personal finances support the opportunity.


It’s important to work with a CFP® professional who communicates about more than just investments. The most successful transitions happen when women feel confident and connected between their money and career, family. Working with a professional who understands firsthand the impact of taking the shot ensures alignment between “what you want and what you need”. Remember a goal without a plan is just a wish.



Estate Planning

Sharing the Wealth

January 2023

You have done all the right things to create and preserve wealth. Been smart with your finances and splurged when you could afford it. What is sometimes neglected is creating an estate plan to make sure your wishes are carried out. How you want your assets shared, who gets what and when.
Developing a plan takes, planning, and should be reviewed often as your goals and needs are certainly going to change over time. From choosing the right executor and trustees to updating beneficiaries to making sure your personal items don’t disappear on a first-come first-served basis. This will may take some time and thought but isn’t that better than having these questions left unanswered.


October 2022

Fear can play with your head. You are not afraid of presenting in front of a roomful of people. You are afraid of not listening to your inner voice that says you are ready for this. You are not afraid of the financial markets; you are afraid of not trusting all the noise and way too much advice, all the while knowing you deserve better.


Being aware of financial fear is smart but it is just the first step. Overcoming fear comes down to the relationship you have with your financial advisor. A CERTIFIED FINANCIAL PLANNER™ professional carries a certification that is the standard of excellence for financial planners.


Look for guidance from a professional willing to put in the work, empowering you through education and knowledge, eliminating the fear of the unknown.





It’s Still Early but It’s Getting Late

April 2023

Whether your vision of retirement is to work at nothing all day, or to live your dream life while still working at something you love, then putting the work in now will make the financial transition easier and more enjoyable. In the last 50 years women have made great strides toward equality in work, family, and social situations. Yet when it come to securing a financially safe retirement, they are still at greater risk of financial insecurity than men.


Whether you are nearing retirement or 10, 20 years away it is important to look at your financial situation today to make sure where you are gets you where you want to be. Working with a CFP® professional who understands the challenges women face will better prepare you for the next chapter of your life




Can’t Write the Book if You’re Not on the Same Page

February 2023

It’s no secret that marriage will immediately impact your financial situation. It affects all aspects of your life together. You now must consider your financial goals in collaboration with someone else. You could possibly reap the benefits of a greater household income, but perhaps you have debts and obligations that you didn’t have before.


Avoid confusion by making sure your goals, dreams and priorities are aligned. The key is understanding where you are aligned, and where you differ. A financial advisor can help you communicate your individual priorities and help you create a joint vision for your financial future.




Portfolio Management

I Got My Own Back

November 2022

Progress comes from empowerment, confidence, and knowledge. While there is a greater opportunity for women to play a more important role in making family financial decisions, some are reluctant to step up. Why? Fear, stereotypes, a perceived financial glass ceiling or it’s just easier letting someone else do it.


There is no reason for women to gain financial independence by learning the hard way. The first step is cutting through the noise and misinformation, dealing with the fact that everyone has an opinion. The question is who to trust?


For more than 30 years, a CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives you confidence today and a more secure tomorrow.



Financial Matters

Why Now

September 2022

Life happens while you’re planning your future. Some events are expected others not. Either way we all eventually must step up and make financial decisions to prepare ourselves for the concerns, milestones, and transitions in our lives. I created “Financial Matters” to educate and inform in a simple, personal, and relevant way and to break through the noise and the clutter. No charts or graphs. No crystal balls. Just insights from over two decades of working with people concerned about their financial situation whether its about divorce, transitions, or retirement. I hope you’ll enjoy them. If there are things you’d like to discuss or topics you want to learn more about just email me at [email protected]