Category: Funding

The most talked about investing mistakes are made by men; trading too often, over confidence, market timing etc. The most common mistake that women make is not investing at all. Only 30% of women aged 55-64 feel prepared for retirement while 55% worry about outliving their assets (1). Even though women feel this way they […]

We invest time and effort to find a worthy mate to share life experiences with. But we do not spend nearly enough time or effort to find a worthy advisor to protect and grow our life savings. The main reason why people lack trust in an advisor is that they don’t know what to look […]

We invest time and effort to find a worthy mate to share life experiences with. But we do not spend nearly enough time or effort to find a worthy advisor to protect and grow our life savings. My first blog discussed three main places where we can go to start our investment journey. If you […]

Where Should I Go to Invest? And How Much Do I Need to Start Investing? When it comes to dating in North America, technology has led to creative apps in dating; making it easier to meet someone. But when it comes to finding someone to help us with investing there are limitations.There are three main […]

In part 1 and Part 2 of my blog on “Own Your Financial Future,” I discussed why it is important for women to take control of their financial future and how to do it. This blog continues the discussion on the importance of “Emergency Funds” and “Income Protection” in your financial plan. Have an Emergency […]

Last week I wrote about the imperative for women to take control of their financial future. Now it’s time to look at how to build a financial plan to help you do just that. After understanding a client’s goals, I help my clients look at six intertwined elements of a financial plan: 1.      Cash Flow […]

In 2015, women controlled over $40 Trillion, about 30% of global private wealth and growing. Along with this, 95% of women will be their family’s primary financial decision maker at some point. According to Bridget Brennan, CEO of Female Factor, “Women drive 70-80% of all consumer purchasing, through a combination of their buying power and […]

Your loan application has been denied – now what? Should you give up on your entrepreneurial dream or re-assess your strategy? As a Business Advisor, I’ve seen hundreds of loan applications. They can be denied for a variety of reasons, but there are some common mistakes applicants make. So if you’ve been denied a business […]

This is called a “cash flow problem”. It means that the cash coming into the business is out of sync with the cash going out. Poor financial management is the most common reason for business failure. It is probably more accurate to say business failure is largely due to poor cash management. This is partly […]

Depending on the stage your business is in, different types of financing are available. As your business moves along the lifecycle from start-up to a mature business, your risk to a lender or investor generally decreases and you have more options for financing. If you’re considering different sources of financing for your business, make sure […]