Why financial growth can be deceptive

This week, Jackie is back with Jin to discuss why financial growth can sometimes be deceptive. Our goal at Team…

12 months ago

Home and Financial Document Organization

This week, Jackie was joined by Effy Terry - A Trained Professional Organizer, Certified KonMari Consultant. They discussed home and…

1 year ago

Business owners, it’s time to start spring cleaning.

This week Jackie is back with Melissa Houston to discuss spring cleaning finances for business owners. Melissa is a speaker,…

1 year ago

Spring Cleaning Your Finances

Welcome to the month of April live community! This week Jackie and Jin are back to give us tips for…

1 year ago

Unique financial challenges female lawyers face

Jackie is back this week solo to discuss unique financial challenges female lawyers face in the course of their life.…

1 year ago

Taking Action: A Woman’s Perspective on Deciding To Tackle Her Finances

This week’s live session is one for the books! Jackie is back on with Jody, our client experience manager to…

1 year ago

Is there a gap in your income protection?

Most people recognize the need for home insurance, car insurance, and even life insurance however, many overlook the need for disability…

1 year ago

Knowing the difference between Tax Filer and Tax Advisor

As a financial planning team, we know firsthand how important it is to have strong financial professionals supporting you. One…

1 year ago

Conquering Women’s Fears Around Finances

Happy women’s history month confidante community! Jackie and Jin are back with another live episode to discuss conquering women’s fears…

1 year ago

Trends in Family Law

Jackie is back with Kavita Bhagat, Certified Family Law Specialist, to discuss trends in family law as we wrap up…

1 year ago