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How to Live with Confidence, Despite Life’s Uncertainties

It’s an exciting time, taking our first tentative steps out into the new year. A whole 365 days of newness stretches before us… something I like to think of as the divine unknown. For few things can...

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Why You Should Be Financially Prepared for ‘Plan B’

Working as a financial advisor can sometimes feel like being in a marriage. After all, you are deeply committed to another human being through good and through bad, through thick and through thin....

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The Ultimate Guide to a Stress Free Tax Season

When it comes to filing an annual tax return, even an intellectual heavyweight like Albert Einstein admitted to being flummoxed. The theoretical physicist once quipped: “This is too difficult for a...

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When Travel Calls, Answer with Sound Financial Planning

As wealthy professionals, business owners and executives, many high-earning women are susceptible to career overwhelm and burnout. In this fast-paced world, finding a level of balance among an endless...

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Female Breadwinners: The Challenges of Doing It All

The responsibilities being shouldered by American women today are daunting. In the 1950s working women were told they could ‘have it all’ by the likes of Helen Gurley Brown, the former editor of...

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For Breadwinner Businesswomen, Starting a Family Takes Precision Planning

Recently I was chatting to a potential client who, much to my pleasure, told me how valuable she found my blogs. She specifically asked if I could write an article giving tips for breadwinner...

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Burnout and Bias: Why Financial Planning Is Critical for Women Lawyers

A few years ago a survey sponsored by the California Lawyers Association (CLA) and the D.C. Bar showed that 24% of women lawyers were considering leaving the profession due to mental health issues,...

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Women Executives and the Gender Pay Gap. What Can We Do?

The gender pay gap is real, as many of my clients can attest. As successful women executives working in tech, law and business, they regularly find themselves standing on the wrong side of a cavernous...

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How Smart Women In Tech are Strategizing Around Stock Awards

If you’re anything like the smart, driven women in tech we work with, then you’ve seen your professional success rewarded by your employer through stock awards. It’s something we see time and time...

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The Benefits of Equity Compensation and How to Negotiate for It

You’re changing jobs and have been offered equity compensation as part of your new salary package, which means it’s time to negotiate the best deal for yourself. If the mere thought of this sends a...

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