Guest – Rawson Gulick, CFP, CAIA
[email protected] 
https://willowcreekwealth.com

After nearly 20 years in institutional financial services, I decided it was time to take my career in a fresh direction. I started my career in financial services and have held a range of institutional-level positions across management, trading, client service, and marketing. In 2019 I joined Willow Creek as wealth advisor to bring my insights from working with giant institutions toward helping individuals and families to better shape their financial well-being, their lives, and their world.

My approach to client care is grounded in my belief that financial freedom often inspires greater generosity, which is where true fulfillment is found. On the wealth management front, I love deconstructing financial complexities into elegant solutions, and empowering people to make more joyful decisions with their money and their life.

I have been an advocate for women in investing for my entire career. I host our Women’s Circles, which are gatherings where women come together to explore and share wisdom on topics relating to money and values. These rich conversations are designed to build community, connection, and understanding.

As a member of Willow Creek's Sustainable Investing Committee, I help clients to align their portfolios with their values. Being a part of the community and supporting the shared values of human well-being and environmental sustainability are part of what is fulfilling to me in my career. I am passionate about connecting with community members and sharing my expertise in sustainable investing.

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.

In the Lady Money program, I use my prior experience in consumer education as a media chef for the food & wine industry to create exercises that are simple and fun yet effective. There are many similarities between food and money. We tend to view both with outsize emotions and limiting beliefs. But in their simplest form, food is fuel & money is a tool. Are they more? Not in and of themselves. It is up to you to use them as your own personal palette.  At the heart of it – they don’t have the power – you do.