I talk a lot about how we can truly shift the terrible dynamics in our society when we as Black, Latina, and Asian women have more money. Money allows us to have more agency in our personal and professional lives to leave the bad husband, quit the soul-sucking job, or move out of the cramped […]

Financial Planning, Money Mindset

April 29, 2021

Get that money mama!

So, what’s the point of financial planning? I get a lot of inquiries about financial planning services from prospective clients. They often have never worked with a financial advisor before, they usually say that they want to do better with money. That’s a great aspiration, but it’s not really the point of financial planning. That […]

Financial Planning

April 17, 2021

What’s the point of a financial advisor anyway?

There’s a lot of talk out there about earning passive income, generating multiple income streams, and achieving financial independence. The goal seems to be to achieve more income therefore ensuring all our financial woes will disappear. The problem with this thinking is it misses the mark on what it takes to build wealth and achieve […]

Financial Planning

July 10, 2020

One thing you’re not doing with your finances that you should be….

One of the most common questions I get from my FSO clients is “what are your thoughts on purchasing real estate?” It’s understandable given that a lot of FSO’s have significant excess cash flow. As a property owner and financial planner, I have a lot of personal experience with this and can offer some insights […]

Foreign Service

June 15, 2020

Purchasing Real Estate as a Foreign Service Officer

There is so much attention on supporting black businesses and buying black right now, but my mission of working with women of color has been in my heart for a long time. I grew up with lots of strong, beautiful, and smart women in my family. They served as daily inspiration for me in so […]

Financial Planning, Money Mindset

June 11, 2020

Why WOC?

I know for a lot of us, retirement can feel so far away and hard to imagine. Some days it feels like I won’t make it to 8pm bedtime, let alone 2040. However, that doesn’t negate the importance of saving for your golden years. Here are a few key concepts to know and additional resources […]

Money Basics Series

June 8, 2020

Money Basics Series: Retirement Planning

Life is all about finding a delicate balance between priorities. work v. play sleep v. binge-watching Tiger King eating your veggies the day after a night out on the town. It can be hard to know when to indulge and when you need to exert some control. The same is true of your finances since […]

Financial Planning

May 26, 2020

Balancing Conflicting Financial Priorities

We all know the statistics. Latinas earn .54 for every $1 that a white man earns. For black women, that figure is like .61. It’s a national disgrace, and I don’t pretend for a moment to be the woman with the answer to the big systemic problems. I am just a single woman of many […]

Financial Planning

May 21, 2020

Creating Wealth as a WOC

There’s a lot of financial advice out there. It can be super confusing to figure out when something applies to you, or what you should be doing. Even when well informed, I find people still often question whether they’re doing enough of the right things with their money. To that end, I’ve created a list […]

Money Basics Series

May 18, 2020

Money Basics Series: Types of Accounts You Need

It can be hard to look ourselves in the mirror and take responsibility for our actions. I was recently introduced to the concept of “radical responsibility” and it’s been a game-changer. It basically is the idea that you are always responsible for the outcomes of a situation. This gives me back my own power. If […]

Financial Planning, Investing

May 14, 2020

Why Your Investing Behavior Matters