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

Finding your purpose and living a meaningful life

Sometime ago I came across a letter that Hunter S Thompson wrote in 1958, and it resurfaced in my inbox this week.  The letter was in response to his friends’ request for life advice.

As you might have seen I left my job last week to launch my own wealth management firm.

My Mum (my biggest guide) has always told me that all through my life I have ‘taken things in my stride’.  I am able to dust myself off, get up and keep going.  I have to say though, there have been a few moments in the last week or so…sleep has been patchy and at times, my stomach has felt like it was doing acrobatics.

Coming across this letter again was good timing.  It’s a wonderful reminder of what life is all about, and today, being Saturday, things feel very much back in balance.

FULL STORY

Common Sense Investing

I always seem to have my head in several books at the same time.  Do other people do this?  Sometimes I finish them, sometimes I don’t.  I have learnt not to keep going with a mediocre book.  However, one that I am in right now, and that I will finish, is John Bogle’s ‘Little Book of Common Sense Investing’.  John (“Jack”) Bogle founded Vanguard in the 1970s.  Vanguard today has $5.1 trillion in assets under management – it’s a pretty big deal in the investing world. FULL STORY

The best plan is the one you can stick to.

There are so many similarities between successful investing and staying fit and healthy.  Both are really simple in theory, but really hard in practice. They are hard because they both need a really important ingredient – discipline.  There isn’t really a holy grail to either endeavor.  It’s just about picking a plan and sticking to it.  But what I have realized is that a suboptimal plan that you can stick to is better than a great plan that you can’t stick to. FULL STORY

Are you ready to start your journey?

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