Home and Financial Document Organization

This week, Jackie was joined by Effy Terry – A Trained Professional Organizer, Certified KonMari > Read More

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

This week Jackie is back with Melissa Houston to discuss spring cleaning finances for business > Read More

Spring Cleaning Your Finances 

Welcome to the month of April live community! This week Jackie and Jin are back > Read More

Unique financial challenges female lawyers face

Jackie is back this week solo to discuss unique financial challenges female lawyers face in > Read More

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, > Read More

Is there a gap in your income protection?

Most people recognize the need for home insurance, car insurance, and even life insurance however, many > Read More

Knowing the difference between Tax Filer and Tax Advisor

As a financial planning team, we know firsthand how important it is to have strong > Read More

Conquering Women’s Fears Around Finances

Happy women’s history month confidante community! Jackie and Jin are back with another live episode > Read More

Trends in Family Law

Jackie is back with Kavita Bhagat, Certified Family Law Specialist, to discuss trends in family > Read More

PART 2: Financial Conversations Couples Need To Have at Different Life Stages 

Jackie and Jin are back for part 2 of financial conversation couples need to have > Read More