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From MY blog

November 15, 2022
ESG Investing: How Women are Directly Affected by Climate Change

In a 2022 Financial Wellness Survey conducted by Ellevest, 62% of women indicated they’re concerned about climate change. In fact, “more women ranked it as a top financial concern above retirement planning (51%), credit card debt (46%), stock market (38%), and childcare costs (30%).” This makes sense given what we’re starting to see across the […]

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September 23, 2022
Ask Your Advisor if They’re a Fiduciary. If They’re Not It Might be Time to Change

I’m just going to say it: some people think that those who work in the financial industry can be kind of smarmy. Yes, that’s a word. And there’s a reason they think that. It’s because some advisors can be. There are people out there who don’t have your best interests at heart. They think about […]

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September 14, 2022
Restricted Stock Units: What Women in STEM Careers Need to Know

Depending on your employer or your industry, you might be offered different types of compensation. Most people are familiar with employers who do some sort of 401(k) matching, but what if your company offers you Restricted Stock Units? What are Restricted Stock Units (RSUs)? RSUs are stock-based compensation in which an employee is granted shares […]

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September 6, 2022
Create a Spending Plan that Fits Your Money Personality

In our last blog, you likely saw yourself in one of our money personality profiles. Were you a… Giver? Keeper? Money-Maker? Perfectionist? We talked about how each of these personalities might handle the thought of budgeting. Now let’s discuss how each of these women might effectively put together a spending plan. Giver To recap, givers […]

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August 23, 2022
Here’s How You Can Spend Money Guilt Free

Have you ever fluctuated between knowing you need to save…and wanting to live life to the fullest? I would think that many of us have argued with ourselves about that at least a few times over the course of our lives. And I’m about to offer a solution to that. A budget. Wait! Don’t close […]

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August 1, 2022
Women are Giving Back Now More Than Ever. Here’s How to do it Effectively

With all the turmoil we’ve experienced during the last few years, it’s important to concentrate on the positive side. We have a new and deeper appreciation for essential workers. Many people are making changes to embrace a better work-life balance. Charitable giving is on the rise especially for women. According to, “Over the past […]

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July 25, 2022
Do Gen X Women REALLY Need a Financial Planner?

If you click on this article - 8 Reasons Gen X is Especially Good With Money – you might wonder why I, a financial planner, am talking about it. After all, in the opening paragraphs it says this: Born between 1965 and 1980, they're used to doing things for themselves, so they don't ‌need to […]

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June 21, 2022
4 Things You Can do NOW to Prepare for a Possible Recession

If you’ve turned on the news any time during the last few months, it’s likely you’ve heard the dreaded word “recession.” Investopedia defines recession as “a period of declining economic performance across an entire economy that lasts for several months.” The last major recession we experienced in the United States began in 2007 and ended […]

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June 12, 2022
It’s Fire Season: Create a (Financial) Evacuation Plan

I live in the beautiful state of Colorado. We experience glorious snow for skiing in the winter, the flowers bloom in the spring, the leaves change in the fall…and the fires happen in the summer (or even during a dry winter as we experienced in 2021). “…while many residents may have expected safety in urban […]

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