Click here to download The Women's Wealth Playbook

Wealth Resources Blog

The Group was created to provide articles and resources to women and their families — a place where women can build wealth and knowledge for their dream life.

A Year of Abundance

One of my favorite parts of a new year is picking out a word to describe what I want to focus on in this new season. For 2024 the word abundance just wouldn’t leave my brain.   A lot of my content last year on social media was about the pushback many of us face for wanting more in life.

Continue Reading

Continue Reading

Do You Know Your Investment Goal?

If you haven’t noticed my theme this month has been centered around preparing for 2024. And in writing these posts each week, I have been reflecting on the commonalties I saw with clients and prospects this year. Today I have another question to pose to you based on many of these conversations- do you know your investment goal?  I sat

Continue Reading

Continue Reading

Shining a Positive Light on Monday This Holiday Season

Wanting more money makes you greedy!  How many times have you heard that line before from family, friends, social media, or even that voice inside your head? Over the last week you have probably spent a good amount of money scooping up Black Friday deals and trying to cross everyone off your holiday shopping list. Oh, and don’t forget the

Continue Reading

Continue Reading