Wednesday, August 10, 2011

Welcome to “A Man Is Not A Plan"

I’m a woman, a wife, a mother, a Certified Financial Planner, a Certified Yoga instructor and a meditation practitioner and I’ve been thinking about writing this blog for a very long time but I wasn’t sure where to start. So I decided to take the advice of one of my favorite authors on life and meditation, Pema Chodron.

“Start where you are.”

Where I am at this moment is realizing that I want to write this blog to communicate with women (or men who openly admit to accessing their “feminine side” – yes there are lots of them out there!) about the importance of taking control of their lives and that includes their financial future.
So all of this comes from a purely personal viewpoint, one that has been bolstered by years of working with women and men to help them take control of their own financial futures. It is also informed by my yoga and meditation practice that upholds my “holistic approach” to my life and my work.
One of the things I know for sure from both my financial services practice and my yoga practice is that women are not good at taking care of themselves and when it comes to money, we not only don’t take care of ourselves, we abdicate responsibility.
So many women look outside of themselves and want someone else to be responsible for their financial well being, their happiness, their success, their validity as a human being. This is so strange as most of us have read, been told or have heard the very true statement that we only have control over two things in our lives, our own thoughts and our own actions.

So as I stated above, this blog will be about the importance of taking control of your financial life. What do I mean by that? It meant that whether you are married, single, divorced, or widowed, a committed parent or a caretaker for a loved one, you are responsible for making sure that you will be as financially secure as possible

It means understanding your financial situation, how your actions and ideas impact your current status and your future; it means looking at your financial issues head-on and looking honestly at the path you are on and what you need to do make sure you are heading in the right direction.

In future posts, I will tell you my story, the stories of other women who have taken control and give you ideas and support on how to do it as well.
This is a journey, an exploration of how you can be in control of your future. I have been on my own such journey and it is scary but it is also exciting and exhilarating.

Please join me as we take this journey together.

Note: I really want to hear from you, but because I am a financial planner and what we say and the things we write are highly regulated, I may not be able to fully reply to your comments or questions. I have to submit my responses through my compliance department, so I plan to respond to broad inquiries and comments rather than personal questions. You may email me at