PURPOSEFUL WOMEN MEANINGFUL WEALTH

Where Purposeful Women Manage Meaningful Wealth

Most of my clients are smart, successful women, living incredibly busy lives. Many have a secure career, but something has changed for them creating a feeling of uncertainty about their future. They have been earning and saving well but they realise they do not feel confident that their money will provide for them when they need it.

What’s interesting is that it doesn’t matter what’s happening in their life, they often share the same concerns:

  • When can I stop working?

  • Can I maintain my lifestyle?

  •  How can I feel more confident managing my money?

My mission is to create an environment where women are inspired to become more responsible with their money, where they can learn about their financial life while having fun, where they are engaged in the planning without feeling stressed or anxious and where they feel increasingly confident about the financial decisions they are making and they understand how those decisions will impact their life.

Financial Planning Cayman

WHAT I DO

I translate your desires for freedom into concrete goals and I work, as your compass, to help you distinguish between your stated wants and your real needs.

FIND OUT WHAT
Financial Planning Cayman

HOW I DO IT

I will look at your resources today, and the resources that are available to you in the future, and draw a path between that and your goals.

FIND OUT HOW
Financial Planning Cayman

WHY ME?

When looking for a professional to help you implement and stick to an investment plan, remember that you are looking for a relationship to last a lifetime.

FIND OUT WHY

INSIGHTS + EVENTS

The Happiness Smile

I have been thinking a bit recently about life in two halves.  You can define the two halves in a few different ways, but from a money standpoint they are called accumulation and decumulation.  That is, we spend the first half of our life in our career, sometimes being all-consumed by it, in the pursuit of money and the accumulation of things.  Then at some point, we move into the second half, which is where we start to live off what we have accumulated…we decumulate.  Around that time of  decumulation can come some changes in mindset.  For many it’s a deeper period of life, where one starts to seek more meaning and purpose and dare I say it…happiness. FULL STORY

Homes as investments (again)

I am revisiting this subject (I last wrote about it here), and I know it’s a slightly contentious one.  I have come to realise that people love houses, and generally they think of them as good investments.  You can touch them, feel them, see them and of course live in them.  They feel safe. FULL STORY

Are you ready to start your journey?

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