Expanding Our Team

What has been your biggest accomplishment (so far) in life? Has someone helped you get there? In my experience, nobody creates anything of significance alone. Even in an individual sport like tennis, the great players have coaches and others that contribute to their success. As a long-time soccer … Read more about Expanding Our Team


Do you pay to have your home cleaned? While some people may think it is a frivolous expense, it is worth every penny to me. I prefer to do other things than clean.  And with two young children and a dog, our house can get dirty pretty quickly. There is nothing that the cleaners do that I … Read more about Frivolous


For the past two months, I have been focused on how to provide more financial education on YouTube and make it exciting (or as exciting as finance can be for folks that aren’t in the industry). I took an online course and then started to do research on the search terms that would be a good fit for … Read more about Obstacles

In Honor of Men

Over the past few years, there has been a lot of negative news about men. It seems like more than usual to me. Have you noticed it? Maybe it has something to do with our current president and the atmosphere he has created. Politics aside, there are good men. One male colleague shared with me that he … Read more about In Honor of Men


Receiving an award is a joyful experience. I am truly honored to be included on the Top 40 Under 40 list at the Daily Transcript! When I first entered the finance industry, I had a vision of owning my own business. I even shared it with one of my early clients. While I recognized that there were … Read more about Honored


In the early 90s, I was an avid snowboarder. As one of the few female snowboarders at the time, I used to ride with my brother and his friends. I was pretty fearless and rather good. However, I had not been snowboarding in the last 14 years. So, I was excited when we decided to go snowboarding. … Read more about Courage

Feeling Success

What is the first thing that comes to mind when you hear the word success? I immediately think of vast amounts of wealth – Bill Gates level of wealth. It might be because I work in the finance industry, but I think that definition is embedded in American culture. However, the question “What does … Read more about Feeling Success

Worrying Less

Do you worry about money? You are not alone. Studies show that 72% of people are moderately to extremely stressed about money. It is a theme that comes up frequently when I talk with people. And making more money is not necessarily the solution. Some of the people who tell me they are stressed … Read more about Worrying Less

Not Waiting

Have you ever put off the important things in life, the things closest to your heart, because of money? You needed to save for it before even taking the first step, or you wanted to plan your money first, then plan your life? I know I have. And not waiting to take the first step has been one of the … Read more about Not Waiting


More than 15 years ago, a dear friend said to me: "Steph, life is worth stopping to smell the roses more often." This was in response to me being a goal-driven person and not taking time to celebrate what I had. As a competitive athlete, I learned to identify priorities, set and accomplish goals, … Read more about Celebrating