Gather the information you need. We can help you sift through the material and identify the smart choices.
Recommended Reading for Women Investors
We are committed to finding the right solutions for our clients and expanding our understanding of best practices for wealth management.
Women Don’t Ask: The High Cost of Avoiding Negotiation – and Positive Strategies for Change By Linda Babcock
This book explores the personal and societal reasons why women are much less likely to ask for what they want and need. It provides resources to rethink your attitude toward negotiating and provides practical tools to start asking.
Lean In: Women, Work, and the Will to Lead by Sheryl Sandberg
This 2013 started a conversation about women in the workplace that is still continuing. She encourages women to sit at the table and take risks, and she provides encouragement and advice on personal and professional achievement.
Worth It: your Life, Your Money, Your Terms by Amanda Steinberg
Amanda, the founder of DailyWorth.com, has written a book to encourage women to redefine their relationship with money. She shares advice for how women can better manage their money to reduce stress and feel empowered to pursue a better financial future.
Women’s Worth: Finding Your Financial Confidence by Eleanor Blayney
Women’s financial needs are different from those of men, so Eleanor offers financial advice and information to meet the needs of women. This book covers exercises to understand your beliefs about money and practical lessons on the fundamentals of financial planning.
Brave, Not Perfect: Fear Less, Fail More, and Love Bolder by Reshma Saujani
Reshma is the founder and CEO of Girls Who Code, a national non-profit organization working to close the gender gap in technology. This inspiring book looks at how girls are socialized to be nice, polite, and play it safe, which can lead to women holding themselves back. She encourages women to take risks and celebrate failure as a growth opportunity.
What Every Family Should Know About Money and Kids
The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money by Ron Leiber
Talking to your kids about money can help parents raise modest, grounded young adults who are financially wise beyond their years. If parents shy away from the topic, they lose the opportunity to model healthy financial behavior and teach lessons about their family values.
Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy Williams and Vic Preisser.
Using research from their work with wealthy families, the authors give practical insight into how families were able to pass on their wealth successfully. They define success as not just the money getting to the right heir, but more importantly, maintaining family harmony and having well-adjusted heirs prepared to receive the assets and be good stewards of the wealth.
Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy by Roy Williams and Amy Castoro.
This follow up book to Preparing the Heirs provides strategies and stories on how to preserve family unity in addition to family wealth.
I Will Teach You to Be Rich: No Guilt, No Excuses, No BS by Ramit Sethi
Ramit offers a 6-week program aimed at getting control over your finances. It tackles basics like paying off student loans and debt, automating finances, and handling spending issues like buying a house or car with lower stress. This is a great book for young people getting starting on financial independence.
Our Fiduciary Promise
We promise to put your interests ahead of our own and to provide transparent and straight forward fee-only services. We are an independent firm with no affiliation to a broker or parent company, so we don’t sell investment products, insurance, or annuities.
Build the portfolio that is
comfortable and right for you and your family. Determine your unique profile.
Custom Financial Planning
Design a plan to define your goals and re-frame the possibilities. Give us a chance to lead you beyond your dreams.
Get the best advice and options at each financial milestone in your life. Build a legacy of good financial decisions and sound investment management.
We would love to learn more about you.
Knowledgeable and expert.