Money Management

Take These 5 Steps to Help Your Financial Advisor Make You More Money

Don’t Check Your Wits at the Door — PARTNER with Your Advisor

You have a check-up every year to stay healthy.

Why not do the same for your money? Get the most out of your next financial advisor meeting by prepping for it like…

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Built $2.5B money mgmt biz from scratch. Coaching badass women to build & love their businesses, manage their finances, and make sure the thrill is never gone.

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Mariko O. Gordon, CFA

Mariko O. Gordon, CFA

Built $2.5B money mgmt biz from scratch. Coaching badass women to build & love their businesses, manage their finances, and make sure the thrill is never gone.

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