Wealth Transfer: Destigmatizing Money Conversations
Wealthspire hosted a virtual event for families that focused on having honest, meaningful conversations that removes the stigma of talking ...
Financial Moves for New Parents: A 5-Point Checklist
Becoming a parent is an exciting phase in life’s journey. Suddenly, you’re responsible for another tiny human being. Amid the ...
Why We Need to Talk About Money and How to Get Started
A few years ago, I was out on a hike with my friend when she asked me a question: “Are ...
The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential
In my wealth management practice, I focus on helping business owners and corporate executives achieve quality of life and financial ...
What Everyone Should Know About Their Family Finances
I work with many clients who have lost a spouse, gone through a divorce, or are wondering what they should ...
Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married
When two people who are both professionals consider getting engaged and married, it is imperative that they first consider their ...
Planning Challenges for Rising Partners at Top Law Firms
Attorneys at the largest, most selective law firms work in a rarefied space. They serve leading companies, advise top officials, ...
Financial Awareness and Divorce
I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me to help their clients with ...
