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

What I spend money on.

I think there is a misconception that as a financial planner, my advice is always to spend less money.  Yes, there is HUGE power over the long-run in spending a little less and saving a little more (there is research that shows that your savings rate is far more important than your rate of return in achieving financial freedom), but my message is really not to spend less per se.  My message is that you have to know who you are, know what is important to you and spend in line with your values.  Sounds simple, but in practice of course it’s a lot harder. FULL STORY

2017 was a magnificent year

I am an optimist.  A lot of you might already know that about me!  There are two reasons why.  One, it’s a much more rewarding and fun way to live.  And two, because it’s the only thing that squares with the facts. FULL STORY

Thoughts for 2018

We are now almost two weeks into January, the month for a new start, resolutions, and goal-setting.  Science has shown though that we might be doing it all wrong.  Studies have shown that only 8% of people are still going with their resolution after the first 90 days of the year.  So why is it so hard?  Well, human nature is a complicated beast. FULL STORY

Are you ready to start your journey?

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