I'm a financial planner and writer who believes financially free women can change the world. 

A typical ambitious oldest child, I spent decades accumulating prestigious degrees and jobs (the details are on LinkedIn if you're interested). I also got married, bought a house, and started collecting designer shoes and luxury hotel stays. I had all the trappings of success, but slowly I began to question the value of the traditional path and the point of striving for more.

I spent twenty years in Dallas, Texas, helping some of the wealthiest families in the world manage their money. From a boutique multi-family office to one of the largest banks in the world, I gradually realized that a huge net worth and well-designed portfolio are not the most important outcomes of good financial planning. The real mission (and the part that can't be automated by algorithms) is identifying your values, overcoming biases, and actually using your money to create an authentic life and legacy. 

A born planner, I've been calculating compound interest since I opened my first brokerage account at 13. But no matter how many goals I reached or color-coded spreadsheets I created, the targets kept moving. I cycled through endless to-do lists and personal growth content, but I felt stuck. All along I focused on what was next. My real, best life was always just past the next milestone. I was successful by any external measure, but when your goals aren't rooted in your authentic desires, it turns out achieving them won't feel fulfilling for long. 

That vacation attitude

I'm grateful for the challenges that prompted me to redesign my life and the money that made it possible. Part of my purpose is showing you how to do it too. I believe all women deserve to be free, and that requires some level of financial independence. Not just for its own sake - so we can focus on what really matters. And maybe change the world in the process.

It turns out no spreadsheet can calculate the ROI of freedom. After years of preparing for someday, I suddenly had no roadmap to cling to - and no more excuses. For the first time I had to tune in to what I really want and choose intentionally how to spend my time and money. And despite giving up a high income and high status career, I feel more abundant than ever. That is the power of building a life in alignment with your values.