Resources
A growing library for women navigating financial transitions. Start wherever you are.
Start Here: The Wealthstyle Discovery Quiz
If you are not sure where to begin, begin here. The quiz reveals your Financial Wealthstyle Archetype, the lens that makes everything else on this page more useful. It takes a few minutes and there are no wrong answers.
Take the QuizThe Library
Guides, tools, and writing to support you wherever you are in your transition.
The Archetype Guides
Thirteen Financial Wealthstyle Archetypes, each with its own strengths, blind spots, and stone. Find yours and learn what it means for the financial decisions ahead.
The Transition Experiences
Divorce, widowhood, caregiving, and disruption each ask something different of a woman financially. These are the four thresholds the framework was built around.
The Wealthscape Guidebook
The thinking behind the work: how behavioral financial planning and the archetype framework fit together, and how they translate into clear, unhurried decisions.
The Journal
Short, grounded writing on money, transition, and the quieter parts of financial life. A place to think alongside someone who has sat with these questions before.
The Threshold Compass Letters
A series of letters written for women standing between chapters. Less how-to, more companionship. Read them when a decision feels heavier than the numbers alone.
For Professionals
For advisors and planners interested in the behavioral and archetype-based approach to serving women in transition. An invitation to learn the model.
Not sure where to start?
The quiz is the simplest first step. It points you toward the resources that will matter most for you.
Take the Quiz