Resources
My New Book
Introducing my new, transformational guide to ending budgeting anxiety and embracing a financial life rooted in your deepest personal values. Discover the clarity that leads to stability, peace, and the ability to build a lasting legacy for your family.
Financial Advisors
Building strong financial literacy and clear communication is only the beginning of your wealth journey. Now that you have established a solid foundation, the next step is partnering with a professional financial advisor to manage the long-term growth of your assets, ensuring your family is provided for and your retirement is secure. Below are the advisors I have personally vetted who share my commitment to accelerating your wealth and achieving true financial independence.
MELISSA WALSH, CFP, CFA
CLARITY FINANCIAL DESIGN
We specialize in helping women like you dream big, plan carefully, and stay focused on your financial purpose so that you can walk your path with clarity.
Specialty: Women who are seeking financial clarity and empowerment.
KAYLIN DILLON, CFP
KAYLIN DILLON FINANCIAL
Hi! I am Kaylin. I started my financial planning firm to help couples thrive financially regardless of how they define “what’s mine” and “what’s ours”. I help simplify the financial conversations and decisions that most busy couples either do not have time to take on or find too messy to face alone. I started my own company focused on couples with prenuptial agreements, blended families, and separate assets.
Specialty: Blended families, prenuptial agreements, separate assets
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Chelsea Ransom-Cooper, CFP
Zenith Wealth Partners
Through Zenith Wealth Partners, Chelsea helps her clients through the many financial challenges they face as women with ambitious goals. Together, they work through:
Equity compensation strategy and tax planning
Investing and portfolio management
Debt repayment
Cash flow analysis
Retirement planning
Legacy planning
And more.
My Ebook
Dive deeper into your financial psyche with my essential guides. Understand your unique Money Scripts to build lasting wealth and confidence.
Money Scripts EBook
Looking to take control of your finances and your relationship? You’ll have the precise dialogue needed to start those conversations about finances with your partner.
“Called off my wedding a month prior to the ceremony, due to financial incompatibility. This inspired me to help couples and families talk about money!”
If you have ever wondered:
Am I about to make the biggest financial mistake of my life by marrying my partner?
Is my partner going to ruin my finances?
How do I talk to my partner about money?
How will we split the bills?
We come from different cultures, how will we navigate these differences as it pertains to finances?