I am witnessing dramatic shifts in my industry and my advisory role due to women’s rapidly evolving relationship to personal finance.
My favorite word right now is “curiosity”. In recent years, I have been curious about finding new and exciting ways to grow, learn and explore new angles through my financial advising practice. I am naturally a connector and relationship builder. I also happen to know how to navigate the world of finance and investments, however the link between the two has been for the most part missing in our industry.
There is a place we are all searching to find. It feels like home. It feels like total acceptance and rest. We take part in endeavors – – work, hobbies, church, travel…and we are searching for something that feels safe. Something that feels easy and flows. Sometimes you find it in the people you connect with. Sometimes you find it in your experience, your senses – the cool ocean breeze, the taste of the wine on your palate, the hymnal, the sounds of the bustling city or swoosh of the snow under your skis.