Guest – Heather Picard, Business Owner & Money Coach
https://www.linkedin.com/in/heatherpicard/
I'm a lifetime entrepreneur who cares about making an impact on the world through all the work I do, whether it's money coaching for women, running an ecological landscape company or giving people an incredible stay at one of my vacation rentals. Always expanding and learning, I love the creativity of being an entrepreneur at the helm of creating values based businesses.
I bring everything I've learned from my 25+ years as CFO and owner of an award-winning, values-based landscape company to my work as a Cash Flow Coach for women entrepreneurs and my work as a Vacation Rental Property Manager.
Specialties:
Property Management, Financial Literacy, Values Based Businesses, Entrepreneurship, Professional and Personal Branding. Sustainability, Permaculture, Women's Empowerment
Company Vision, Target Marketing, Organization & Administration, Effective Business Management.
Life Coaching, Health & Nutrition. Intentional Living. Personal Sustainability.
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...
Financial Literacy Gap: https://www.forbes.com/sites/carolinecastrillon/2019/11/03/why-we-need-to-close-the-financial-literacy-gap-for-women/?fbclid=IwAR2lmyVzkmvs8PuysFqn_VWNghXnIjnt8QKcf8AGFwPPLS9iPuc7tb5_N_U&sh=4a284e6dce54
Financial Abundance: https://www.mindbodygreen.com/0-24781/why-youre-not-attracting-financial-abundance-and-how-to-fix-it.html
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