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.
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.
Resources...
Consumer Financial Protection Bureau https://files.consumerfinance.gov/f/201501_cfpb_report_financial-well-being.pdf
The Golden Triangle of Happiness
https://www.huffingtonpost.com.au/2015/10/18/happiness-wellbeing_n_8323916.html
The Australian Wellbeing Index
https://www.australianunity.com.au/wellbeing/what-is-real-wellbeing/what-is-the-wellbeing-index
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