Tips in Ten - Common Money Mistakes

Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources:

The Golden Triangle of Happiness --
https://www.huffingtonpost.com.au/2015/10/18/happiness-wellbeing_n_8323916.html

Poverty -- https://www.ssa.gov/policy/docs/population-profiles/marital-status-poverty.html