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 danger of predictions (and why I don’t predict).

“Those who have knowledge don’t predict.  Those who predict don’t have knowledge.” Lao Tzu

There is a pervasive problem in my industry (and the media) with people pretending they know stuff that they really don’t.  People are always predicting what is going to happen in the future – a recession is coming in June, the market will crash in October – it goes on and on.  In a recent piece Morgan Hounsel made a differentiation between an expectation and a prediction.  It’s an important point. FULL STORY

The big WHY.

I know I go on about this a lot (see here, here and here) but honestly, it’s one of the most important things you can do in life – find out what you value, what you care about, what makes you happy, and optimise your money for that.  In his excellent blog post, Nick Maggiulli calls it backward induction – solving for a problem in reverse. FULL STORY

This is how it works.

Below is a newsletter I sent to my clients on the 8th February.  If you are wondering what is going on in the markets right now, just remember, it’s perfectly normal.  It’s what they do.

“The stock market is a wonderfully efficient mechanism for transferring wealth from the impatient to the patient.” – Warren Buffett FULL STORY

Are you ready to start your journey?

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