Host – Teresa Mitchell, CFP teresa@lady-money.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources – 

Financial Issues – 

https://www.gobankingrates.com/money/financial-planning/financial-issues-only-women-face/

Financial Disempowerment – 

https://www.ubs.com/us/en/wealth-management/specialized-advice/women-and-finances.html

https://www.nerdwallet.com/article/investing/survey-less-than-half-of-women-in-u-s-invest-in-the-stock-market

Lack of Confidence --

https://www.ally.com/do-it-right/money/money-opportunities-and-challenges-that-females-face/

https://www.td.com/us/en/investing/insights/womenomics/

Money Beliefs –

https://s3.amazonaws.com/kajabi-storefronts-production/sites/88071/themes/1463604/downloads/fkKzwXp4TnikniUdVLl8_How_clients_money_scripts_predict_their_financial_behaviors-_Journal_of_Financial_Planning-_2012.pdf

Host – Teresa Mitchell, CFP teresa@lady-money.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources: 

Mindset -- https://www.verywellmind.com/what-is-a-mindset-2795025

Money Mindset --https://www.ramseysolutions.com/budgeting/understanding-your-money-mindset

https://www.fool.com/investing/how-to-invest/money-mindset/

https://www.ellevest.com/magazine/personal-finance/financial-wellness-money-mindset

Mindset by Carol Dweck -- https://www.shortform.com/summary/mindset-the-new-psychology-of-success-summary-carol-dweck?utm_source=google&utm_medium=cpc&gclid=CjwKCAiAp8iMBhAqEiwAJb94z71YPrKpph6isLBxlQLa6wcou7vNulB1x-xpu8pHw-7T6fIHTbRtJhoCq_oQAvD_BwE

Mindset & Potential – 

https://www.cbsnews.com/news/carol-dweck-change-your-mindset-to-fulfill-your-potential/

https://www.forbes.com/sites/carolinecastrillon/2019/07/09/why-a-growth-mindset-is-essential-for-career-success/?sh=112057d228b5

Positive Psychology -- https://positivepsychology.com/what-is-positive-psychology-definition/#definition-positive-psychology

Guest – Heather Picard, Business Owner & Money Coach
https://www.linkedin.com/in/heatherpicard/

I'm a lifetime entrepreneur who cares about making an impact on the world through all the work I do, whether it's money coaching for women, running an ecological landscape company or giving people an incredible stay at one of my vacation rentals. Always expanding and learning, I love the creativity of being an entrepreneur at the helm of creating values based businesses.
I bring everything I've learned from my 25+ years as CFO and owner of an award-winning, values-based landscape company to my work as a Cash Flow Coach for women entrepreneurs and my work as a Vacation Rental Property Manager.
Specialties: 
Property Management, Financial Literacy, Values Based Businesses, Entrepreneurship, Professional and Personal Branding. Sustainability, Permaculture, Women's Empowerment
Company Vision, Target Marketing, Organization & Administration, Effective Business Management. 
Life Coaching, Health & Nutrition. Intentional Living. Personal Sustainability.

Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.
To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources...

Financial Literacy Gap: https://www.forbes.com/sites/carolinecastrillon/2019/11/03/why-we-need-to-close-the-financial-literacy-gap-for-women/?fbclid=IwAR2lmyVzkmvs8PuysFqn_VWNghXnIjnt8QKcf8AGFwPPLS9iPuc7tb5_N_U&sh=4a284e6dce54

Financial Abundance: https://www.mindbodygreen.com/0-24781/why-youre-not-attracting-financial-abundance-and-how-to-fix-it.html