Wealth Engagement

Diamonds Sparkle. Dividends Compound.

Diamonds Sparkle. Dividends Compound. NYC last summer I remember when I first got engaged. I loved looking at my diamond ring Two carats. Clear. Beautiful. I felt lucky. I had just started my career on Wall Street, riding the subway every morning as my boss did. After getting married, having babies, a nanny, and a wonderful husband, my....

I was running along the banks of the Charles River — cold, crunchy snow underfoot, and then a moment of clarity. A turning point: an ending that becomes a new beginning. Read my short reflection and join me in that light. https://wix.to/G9eQfzN

The Charles River was frozen. I was running along the banks in Boston, leftover snow crunching under my feet.Cold. Dry. But there was light.I was there on a college tour with Caroline.And something hit me mid-stride:I sometimes feel frozen. This is a turning point. An ending, yes, but also a brand new beginning.Previously, we at...

New Blog Post

What Nobody Tells You About Being a Trailing Spouse on Wall Street (Photo: Henry noticed where my attention was and took one of my 6 CFP books I was reading to pass my Certified Financial Planning exam. ;-) Greenwich → Houston → Atlanta. Each move for Rich's career meant starting over. New city, new schools, zero network. But the real kicker came when Morgan St...

Creative Detour

Creative Detour That Led Me Home Home Coming After months of chasing goals, I had to admit to a friend —I didn’t hit my business target. Not because I wasn’t working, but because I was building my third act. At first, I thought the next chapter was writing another book. But that lesson took a while to set in —I learned I’...