Welcome Dear Reader

 

I learned early that money is rarely just about money.

​

When my grandfather died, my grandmother didn’t know how to write a check. Not because she lacked intelligence or strength — but because she had never been invited into that role. Decisions had always been handled for her. Watching her navigate grief and uncertainty without a framework stayed with me.

 

Years later, I found myself in a different version of that moment.

​

In the midst of a divorce, I left my Registered Investment Advisory firm and business partner, moved across the country with no job and no place to live, and did so to save my child’s life during a medical crisis —leaving my other child behind. The decision was necessary and heartbreaking all at once. It reshaped my sense of identity, security, and future, including an estimated loss of more than $1 million in projected retirement assets.

​

I’ve written about that experience publicly (see story here), not because it’s unique, but because it reflects something many women quietly live with: on paper, things can look “fine” — even successful — while internally, everything is being renegotiated.​​

​​

Over the years, I’ve supported women through career pivots, divorce transitions, caregiving shifts, and reinvention — as a financial professional, mediator, and coach. I’ve also lived my own versions of those thresholds.

​

Those experiences shaped the way this work evolved.

​

I don’t tell women what to do. I listen. I help them make sense of complexity, name what matters, and develop a framework they trust — one they can return to as life evolves.

 

The E3™ process is how this work is supported.

 
Financial Sovereignty™ is what women naturally cultivate for themselves along the way.