Managing Finances in a Couple When One of You Has Way More Wealth
Are you in a relationship where you have far more wealth than your partner or spouse (or perhaps vice versa)? It can make...
Do You Feel Cared For?
or How a health scare crystallized for me the role I want to play in my clients’ lives.
When I launched my financial planning...
Live Off a Combination of Investment Income and Job Income, and Put Less Pressure on Both.
You’re in your 30s or 40s (and heyyyy all of you inching over the line into your 50s). You have what sounds like...
Having Children with Your Unmarried Partner: How to Protect Yourself and Your Children
Several of our women clients are in committed, unmarried relationships, and have had or plan to have kids with their partners. Having kids...
What Are You Excited About?
In my business, the whole team (the whole three of us) gather in December for an annual offsite, a full day dedicated to...
What Should You Do with Your Giant Pile of Company Stock?
Have you decided you want to do something about all this company stock, but you’re stymied by not knowing how? It’s a giant...
