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Are you looking for financial wisdom?

Do you want an unbiased financial advisor?  Wish you could find someone who truly listens to you and speaks about finance without all the industry jargon? As the Director of Wealth Strategies for Women at Buckingham and The BAM Alliance, I can help. We offer both evidence-based wealth advisory services for high-net-worth households and core asset management solutions for women and families nationwide with $80,000 or more in investible assets. To begin the process of learning how The Buckingham Family of Financial Services can help youclick here. To learn more about what qualifies me to speak to you about money, visit the About page.

Are you looking to self-educate about your personal finances?  I invite you to both sign up for my monthly MoneyZen newsletter – where I share a range of educational articles and videos – and to read the two basic personal finance Books for women that I co-authored.

Are you struggling with debt or just starting to think about saving and investing? Please visit the Resources page for suggestions for financial help at a range of income and net worth levels. You will also find links to my prior monthly newsletters and my one-off blog posts from years past. Intended to increase your financial calm and confidence, these writings address a wide range of topics and life stages.

 

Need a fresh voice on money?

Organizations: If you are an organization focused on financially empowering women and families, I take on a select number of keynote speaking, corporate consulting, and corporate spokesperson engagements a year for initiatives whose missions I believe in and feel passionate about through my personal consultancy, MoneyZen LLC.

Media: If you are looking for a personal finance resource for an upcoming national TV, print, radio or web story, please reach out.

For more information click on Speaking, Media, and Contact.

 

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