Many people mistakenly believe that my work is all about helping people with their investments.
Yes, that’s an important part of what I do.
But it’s not the most important service I offer.
Where I really help the women and families that hire me is helping them ask – and ultimately answer – the right questions.
Instead of focusing on your money, your investments, your year-to-date portfolio performance and other money-focused information, I think it’s a much more worthwhile exercise to focus on your lifestyle.