MY STORY
Even With Financial Advisors as Parents, I Fell Into It Too
I grew up with two financial advisors as parents—you’d think I’d have it all figured out. But I still fell into the same traps so many women do.
When my dad told me to open a 401(k), I was overwhelmed and wanted to shut the laptop. If he hadn’t walked me through it, I would’ve missed out on years of investing—simply because of fear and confusion.
Even later, I defaulted to letting him manage my money, not because I wasn’t capable, but because I thought he knew better. That’s when I realized I was in what I now call The Permission Trap—waiting for someone else, often a man, to validate my decisions.
Through studying financial psychology, I learned this wasn’t just my story. It’s a pattern for countless women: smart, ambitious, capable—and yet conditioned to doubt ourselves with money.
That’s why I created Money Her Way: a space for women to take ownership of their financial lives. This is about clarity, confidence, and compassion. About aligning money with the life you want—not the one you think you should live.
If you’ve ever avoided checking your bank account, second-guessed a decision, or thought, “I should know this by now”—you’re not alone. And you’re not broken.
Money Her Way is here to help you lead your financial life—your way.
WHAT WE OFFER
What Money Her Way Offers
Financial Advising
Comprehensive planning through our partnership with Halliday Financial.
Meet Your Advisor
THE MONEY HER WAY FUNDAMENTALS
The values we guide every woman through as she learns to lead her financial life with clarity and confidence:
AWARENESS
Recognizing the stories, behaviors, and emotional patterns you've inherited around money—because self-awareness is the first step toward financial change.
INTENTION
Making money decisions based on your values and the life you actually want—not what others expect from you or what looks good on paper.
EDUCATION
Learning the financial tools, language, and strategies to build wealth confidently—without shame, confusion, or gatekeeping.
OWNERSHIP
Taking back your power with money. No more deferring. No more asking for permission. You get to lead, build, and choose—your way.
ALIGNMENT
Building systems and making choices that reflect your true priorities. When your money aligns with your vision, it becomes a tool for freedom—not fear.
AT MONEY HER WAY, WE TEACH WOMEN TO LEAD THEIR FINANCIAL LIVES WITHOUT ASKING FOR PERMISSION
Money Her Way helps women unlearn outdated beliefs, shift their money mindset, and build a relationship with money rooted in clarity—not shame.
This isn’t about doing money the “right” way. It’s about doing it your way.
Our mission is to give women the tools and confidence to take control—not just of their budgets, but of their entire financial lives. Through behaviorally informed, emotionally intelligent, and inclusive education, we meet women where they are and help them grow.
Money Her Way isn’t just a platform—it’s a movement. A movement where women rewrite their stories, build wealth on their terms, and stop waiting for permission.