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wells fargo manager

So You Just Got Promoted to Be a Wells Fargo Manager – Now What?

Landing a promotion to Wells Fargo manager is an incredibly exciting accomplishment, but it can also be overwhelming, especially if you aren’t properly trained for the position. Globoforce reports that 93% of managers need additional leadership training,1 setting both the leaders and their Wells Fargo team members up for a difficult transition.   As a firm …

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Navigating divorce

You & Your Ex-Spouse Might Never See Eye to Eye (and That’s Okay)

Navigating divorce is one of the hardest challenges in life—it may even seem debilitating at times. Between the loss of a relationship you never thought would end and the endless decisions you have to make about finances and parenting, there’s not much left to give when trying to see eye to eye with your ex. …

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Bank of America Employees’ Financial Mistakes – Top 9 List

After years of working with Bank of America employees (and being married to a former one), I’ve seen some patterns. These patterns are certain financial planning challenges that pop up time and time again. As a firm, we have grown adept at understanding how these challenges affect Bank of America employees and how to best …

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Financial Planning Mid-Divorce

Financial Planning Mid-Divorce: A Case Study

No one says “I do” with the expectation that one day they’ll be signing divorce papers. Regardless of how it happens, it can be shocking for any woman to experience the transition into becoming suddenly single. And for many women, divorce or widowhood presents many challenges, both emotionally and financially. The truth is, divorce affects …

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post divorce financial checklist

Post-Divorce Financial Checklist

Divorce can be devastating, no matter the circumstances. But it can be especially challenging if your ex-spouse was the one who handled all of the important financial decisions for the household. Having gone through this scenario myself, I’ve made it my mission to help other women navigate their post-divorce financial world; providing compassion and guidance …

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