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

Musings on Mother’s Day

This mother’s day seems quite poignant for me, because two of my sisters had baby girls this week – they were born five days apart.  For my parents it was their tenth and eleventh grandchildren.  Less than three months ago my brother and his wife had their third baby girl.  So when I go back to England this summer I will have three new baby nieces to meet. FULL STORY

Life hacks for avoiding tempation

I have been following a blogger called Mr Money Mustache (MMM) for a while.  I have written about him before (here).  He fascinates me.  He essentially started the FIRE movement – Finally Independent, Retire Early – which has attracted a real following online.  The movement is about getting down to the bare bones of spending and saving 50%, 60% or even 70% of your salary.  You don’t have to do that for very long to be able to retire.  It’s extreme in some ways and definitely doesn’t appeal to everyone, but there is something in it for sure (after all, philosophers have for hundreds of years known that having money and things won’t automatically lead to lasting happiness).   FULL STORY

What is possible?

I wouldn’t describe myself as a dreamer, but I dream a lot (I think there is a difference). My husband Al and I have been dreaming about a new boat for at least five years. Whenever we go away and fall in love with a new place, I dream about buying a house there. We just spent the weekend with a couple who quit their jobs as a lawyer and an investment banker, bought a 45-foot catamaran and are now half-way through sailing around the world with their 6- and 8-year old sons. Now we are dreaming about sailing around the world (or maybe part of the way around). FULL STORY

Are you ready to start your journey?

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