Empowering women in their financial future. My mission is to inspire women to make their next financial move. Through Personal Finance coaching, I will help you recognize and re-frame behavioral patterns, develop a financial framework built on your terms and motivate progress through accountability.
I hold the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. I have been working in Institutional Portfolio Management since graduating from an Ivy League University. I know all the industry jargon but can discuss any aspect of finance without using them.
“People look for retreats for themselves, in the country, by the coast, or in the hills . . . There is nowhere that a person can find a more peaceful and trouble-free retreat than in his own mind. . . . So constantly give yourself this retreat, and renew yourself.”
- MARCUS AURELIUS