Hi ladies! We had some logistical confusion with the book club call earlier as there were 2 different zoom links, so the conversations were unintentionally split. As a token of my appreciation and apology for the mix up — I will be hosting office hours on Friday at 12pm. Feel free to join in and ask questions about anything you may still need clarity on of anything in general! It will be live and all conversations are welcome. I will post the link on the calendar so there is no confusion! Appreciate all of your support & patience! 💕

Hello ladies, Book Club will be happening TONIGHT at 7pm. Whether you have read or not, I highly encourage you to join based on a lot of the financial concepts that will be discussed. See you tonight! Topic: Book Club Time: Jun 23, 2026 07:00 PM Pacific Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/87032392343?pwd=BR368Wr5qA1OHqXVBNrR2o8qrmuuYT.1 Meeting chat link https://us02web.zoom.us/launch/jc/87032392343 Meeting ID: 870 3239 2343 Passcode: 318390

Hello ladies, Happy Sunday! Book Club is scheduled for today, and with it being Father’s Day, I wanted to gauge planned attendance. If you could please participate in the poll, we can schedule the Book Club Meeting based on when we will have the highest attendance in order to make our conversations more meaningful. Which day would you be able to attend the Book Club Zoom Call?

Hello Ladies ❣️ Our first book club meeting was last Sunday & for those of you who weren't able to attend, I wanted to do a quick recap of what we read & our discussion so you can consider yourself caught up and join in this upcoming week 😊 CHAPTER 1 Why Women Avoid Money — and What It's Really Costing Us Alison opens with her own story, a CNN financial correspondent who let her husband handle every big money decision. On paper, that makes no sense yet in real life, It's incredibly common. She introduces the idea that avoidance is fear. Fear of making the wrong move, fear of not knowing enough, fear rooted in stories we've been told (or not told) about women and money. Key idea: The first step is admitting that avoidance has a cost, and deciding you're done paying it. CHAPTER 2 Where the F is My Money Going? This is where Alison gets practical. She introduces her "No BS Budget Worksheet" and actually asks you to do it with pen and paper (no app shortcuts). What makes this chapter stand out is how she acknowledges that not everyone has the same income, expenses, or personality. She offers three budgeting styles so you can find something that fits your life and style. -a percentage-based approach -the envelope method and - reverse budgeting — (as a financial planner, this one is my personal favorite!) Key idea: There's no one-size-fits-all budget. The best system is the one you'll actually use and it starts with radical honesty about where your money is already going (probably a lot of dumb shit tbh :) ) CHAPTER 3 Your Money Story: Where It Came From and Why It Still Runs the Show This is the chapter that hit our community the hardest. Alison digs into the idea of money memories- the experiences, environments, and beliefs we absorbed growing up that now drive our financial behavior as adults. Whether your household was "money is tight," "we don't talk about that," or "spend it before it's gone" .....those scripts are still running & whether you realize it or not. And here's what's wild: you can be financially educated, have a great income, and still be completely held back by a belief you formed at age seven.

Hi ladies, hope you all enjoyed yesterday Zoom call. As a follow up, I wanted to share this information. There is A LOT of HYPE around the upcoming SpaceX IPO… but I am here to tell you that following the hype can actually cost you money. I pulled the data on 8 of the most hyped IPOs from the last 5 years — Snowflake, Airbnb, DoorDash, Rivian, Robinhood, Arm, Instacart, and Reddit. Every single one of them had a better entry point after Day 1.EVERY SINGLE ONE OF THEM: The pattern is always the same, the hype drives the price up on Day 1, retail investors pile in, and then the price drops. Sometimes by 20%. Sometimes by 90%. But it drops. SpaceX is going public at 94 times its revenue and posted a nearly $5 billion loss last year. The excitement is real. The valuation is a lot. This is not me telling you to sit out. But that Day 1 FOMO is not a strategy — and the data backs that up. Do your research. Know what you’re buying and why. And if you have questions bring them to our next call — this is exactly what we’re here for💸