Most financial talks tell women what to do with their money. I am more interested in what money asks of women, especially when life is changing underneath them. Divorce, widowhood, caregiving, the quiet disruptions that do not make the calendar but reshape everything.
I speak about the behavioral side of financial life: why capable women freeze at the exact moment a decision matters most, and what helps them move again with clarity. The work draws on financial planning, divorce financial analysis, and a framework of thirteen Financial Wealthstyle Archetypes that gives audiences a language for their own patterns. People leave with something they can use, and usually with a little more compassion for themselves.
Signature Talks
The Thirteen Women
An introduction to the Financial Wealthstyle Archetypes. Audiences recognize themselves and the women they love, and walk away with language for money patterns they have never been able to name.
Behavioral Financial Planning for Women in Transition
Why smart, capable women hesitate at the financial decisions that matter most, and what actually helps. A grounded look at the psychology underneath the spreadsheet.
The BFA and CDFA Model
For professional audiences: how behavioral financial advising and divorce financial analysis combine to serve women in transition with both rigor and care. The case for a different kind of practice.
At the Threshold
A keynote on the four transitions that reshape a woman's financial life, and what it means to stand at a threshold rather than rush past it. Equal parts practical and human.
Audiences
Women's groups and membership communities. Financial advisors, planners, and professional associations. Divorce and family-law professionals. Nonprofits and organizations supporting women through major life change. Corporate and employee-resource groups.
Formats
Keynotes, breakout sessions, workshops, fireside conversations, and panels. In person or virtual. Talks can be tailored to your audience and the time you have. The most useful version is usually a conversation about what your people are actually facing.
Let's talk about your event
Tell me about your audience and what you are hoping they take away. I will let you know how I can help and whether we are a good fit.
Inquire About Speaking