✨ Helping everyday people reclaim wealth & collective well-being.
How are you defining “wealth” in 2025?
💸🧘🏽🫂
Here we are.
That funny period where you’re unsure if it’s still relevant to sign off your messages with “Happy New Year!”
It’s also a moment where many of us are testing out the resolutions we set for ourselves (quietly or out loud). For U.S. adults, the number one resolution for 2025 is — drum roll — “save more money.”
Listen; whether or not setting goals at the top of the year is your jam, there’s something powerful about this moment of collective inquiry about change and bettering our lot.
My 2025 vision board ✨
So this year, I’d love to invite you on a journey of ongoing exploration about what “reclaiming wealth” looks like for you and yours.
I’ve heard from so many of you that talking about what it means to be “wealthy” can also be uncomfy — conjuring images of scarcity, greed, personal finance confusion, and so much more. But it can also take a more expansive view, like:
Aspiring to mental health as generational wealth 👨👧
Being able to align our time and dollars with our values 💖
Community that invests in our ability to be resilient, and that we’re grateful to be able to give back to 🔂
To cultivate our wealth with intentionality is far from selfish — it can be about personal and collective well-being. So let’s hear it!
Respond to this email and let me know onewealthgoal you have this year tied to personal and collective well-being. 💌
My Weird Finance Podcast 🤘🏽
This interview with the one and only Paco De Leon (author of the brilliant book, Finance for the People) was nothing short of delightful for me. It was in this convo that I came to the realization that…
On the In Her Shoes podcast, host Samhita Mukhopadhyay talks to Chani Nicholas and Sonya Passi about the most important decisions they’ve made for the health of their businesses — and for their employees and communities, too.
(Spoiler alert: 7 weeks mandatory PTO & community-driven business model). (Also this whole series was honestly fire).
A membership-based community designed for modern moms who are out there chasing big dreams while raising tiny humans. This is your space to connect with other women who understand exactly what you're going through—no explanation needed.
The Financial Activist Playbook — January events 📚
Kicking off the 2025 book tour with two exciting virtual events… which both happen to be on January 23rd! 🗓️
$34 trillion—
that’s the total financial assets U.S. women are expected to control by 2030. How can they leverage this financial power for change?
I can’t wait to explore that question live with these brilliant minds, hosted by The Aspen Institute!
