Before I started my company in 2015 I was working a corporate job, traveling a ton, finishing my MBA and thinking big about my next steps. I worked all the time — it was hard to “shut off” and my health was suffering. Not because I didn’t eat well or exercise — I...
I’m a financial planner so saving is something I can get obsessed with. I love the end of the year because I do tax planning for myself to figure out what my taxes will look like and I play with different scenarios for how much to put in my solo 401k. I’m a geek...
Managing your finances is about mindset as much as it is about knowledge. It’s really important for all of us to figure out ways of keeping negative mindsets like self-doubt in check, but it’s especially important for entrepreneurs. Negative thoughts can...
Congratulations—you’ve conquered your longstanding financial and professional goals at last. Maybe it hasn’t always been so easy or straightforward trying to reach this point, but those challenges along the way have made your success that much more satisfying....
I think about diversity and inclusion a lot. I sit on a diversity advisory board for the XY Planning Network with our primary goal being to try to bring more women and people of color to the financial planning profession. I’m also really passionate about making...
Starting a business is a daunting prospect for anyone. In addition, the world of business has been dominated by men for decades, and women face an uphill battle to carve out their own place in the market. As a result, women entrepreneurs cannot afford to be...
What happens if achieving your goals didn’t make you happy?
Everybody talks about working hard to achieve goals. But what happens when you get there and it’s not all it was cracked up to be? I created this 6-part video series and guidebook to help you explore what's next.
