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Insights from the Experts

A cornerstone of financial confidence is financial literacy.  From learning about types of investment accounts, to saving for education, to creating an estate plan, and then learning what the tax consequences are of all those decisions! 


Financial literacy for women is especially needed as more women are in charge of their finances and starting businesses of their own than ever before. Read along with our experts as we shift the paradigm of how women view themselves and their ability to build wealth, and talk about leadership, mental health, family, and everything in between.

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How the Financial Planning Industry has Failed Women...and How We Fix it

"I know I shouldn't have so much just sitting in cash," my client says as we're looking at her checking account, and then she laughs a little bit to lighten the conversation. "I should do something with it, I know, but I just like having it there. I like to see it and know it's right there." We're not looking at $5,000 or $25,000 of cash either. We're talking $100,000, $300,000, even $1,000,000 or more of cash on the sidelines that I've worked through with my own clients.

X² For Women
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An open letter to women forging their own path

To my friend I haven't met yet, I know how much grit it takes to get to the top of your organization or to be the CEO of a company you built from the ground up. You spent years honing your skills and being the expert that others leaned on, and being the go-to, people-pleasing, perfectionist that never said "no" when asked to do just one more thing for someone else.

X² For Women
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