Resources
One concept, one better question, one power move at a time.
Every note here is built to do one thing: turn money, investing, advisors, fees, and market language into plain English so you can act on it.
Advisor-proofingWhat every woman should ask before trusting an advisor
The fees, the incentives, the fiduciary question, and the questions you should be asking before you sign anything.
Read the note Cash confidenceHow much cash is too much cash?
For women sitting on idle money who know they should act but are scared of getting it wrong.
Read the note Investing fluencyHow to read a portfolio statement without panicking
A plain-English decoder for holdings, allocation, performance, and concentration risk. The bits no one bothered to explain.
Read the note Late-start confidenceYou are not too old to learn investing
A direct answer to the quiet shame many smart, successful women feel when starting late.
Read the note Financial powerA man is not a financial plan
About dependence, partnership, and the difference between trust and abdication. Not provocative for the sake of it. Provocative because it is true.
Read the note Women with stakesWhat to understand before receiving an inheritance
A pre-inheritance checklist. How to slow down, ask the right questions, and get advice you can verify.
Read the note