Host – Teresa Mitchell, CFP
[email protected]

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...

Reesa Manning Interview https://lady-money.simplecast.com/episodes/take-financial-control-an-interview-with-advisor-reesa-manning

Financial Literacy https://www.investopedia.com/terms/f/financial-literacy.asp

FINRA’S National Financial Capability Study    https://www.investopedia.com/articles/investing/100615/why-financial-literacy-and-education-so-important.asp

Compounding https://www.investopedia.com/terms/c/compoundinterest.asp