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


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.

Financial Planning Cayman


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.

Financial Planning Cayman


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.



Money, power and women.

Money is power*, and women have less of both.  This is an interesting article from the NY Times that explores the money and power gap between men and women.  I talk about this often.  Men have had many centuries to understand their power.  Society, on the other hand, has not done a particularly good job of helping women feel comfortable with this power.  “Girls as they are growing up are not socialized to feel that it’s ok for them to have ambition about creating wealth, not the way it is for little boys.”  I think that there can be a view that liking money is unfeminine in some way.  We really need to change that. FULL STORY

The Navy Seal

A couple of weeks ago I had the pleasure of attending the Cayman Alternative Investment Summit.  It was an inspiring few days.  A couple of the highlights for me; the Greek Finance Minister, Sophia the robot, Constance Hunter, of course Will Smith and also Robert O’Neill, US Navy Seal. FULL STORY

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

Are you ready to start your journey?


Sign up to my newsletter to get latest news and event info right to your inbox.