Category: Personal Financial Stories

She Speaks: Communicate with Courage, Clarity & Confidence

| Personal Financial Stories, Tools, Talks & Resources

Money is often treated as a technical subject—numbers, spreadsheets, returns. But in reality, money is deeply relational. It touches power, security, identity, independence, and choice. The ability to communicate clearly and confidently about financial matters is not just helpful — it is essential. Historically, women were excluded from financial decision-making. Even today, many still report ...

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The Lessons Keep Coming

| Personal Financial Stories

September brings its own unique blend of summery days and dark, rainy nights, demanding adaptability and a spirit of flexibility. The weather shifts call for nimble responses—moving the barbecue indoors, switching from a fleece to a sleeveless shirt. This month truly tests and strengthens our ability to practice both flexibility and equanimity. After taking August ...

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Is Risk a Four-Letter Word?

| Financial Planning, Personal Financial Stories

Risk means different things to different people, particularly when used in the context of financial planning. Often advisors are too quick to label investors, particularly women and young professionals, as conservative, when in fact a more moderate or aggressive profile would better suit their objectives. Risk means different things to different people, particularly when used ...

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