Books

“This is an easy to read book that is a handy reference for many high-net worth families as they take their next steps to retirement,” said Kevin Harrington, an original Shark on the hit TV Show, Shark Tank.

Build Wealth Build Wealth Like A Shark. Discover the biggest financial and tax obstacles to build and keep wealth. Whether you are single, married or in partnership, take care of your hard-earned money.

The “Quick Tips for Savvy Women-Taking Control of Your Work,Your Wealth, Your Worth”, came from a recent women’s networking event for Wharton and Harvard Business School graduates. The room was full and we had great speakers to lead the event and discussions centered on women and careers.

We've created a list of 22 Tips for 2022 to your overall goals, intentions, and how to design your Financial House.

Physicians have unique needs as investors and face special challenges because of higher liability risks, complex financial situations, heavy student-loan debt, and above average income.

Financial success is a goal for many, and women may face unique barriers that make their goals more challenging to achieve.

Are you on the path to financial wellness?

To increase your financia fitness, clarity & comficence. What do women really want and need as they take thier life's journey?