Financial planning, tax planning & financial education 👩🏼‍🏫 | Financial psychology💰🧠 | CFO 🧮 I help women elevate their relationship with money by guiding them to look at financial wellness through a deeper & holistic lens 🕵🏼‍♀️: understanding the how-to’s of the tactical & logical 🤓📊 parts of money & finance as well as their thoughts, beliefs & emotions about money & wealth. ✨ Text “CLUBHOUSE” to 415-326-4989 to book a free 15 minute financial wellness consultation ✨ Former Owner, SEC Registered Investment Advisor Firm ✨ Former Chartered Retirement Plan Consultant {CRPC} ✨ Former Securities Licensee {Series, 7, 24, 65, 63} ✨ Former CA Life & Health Insurance Agent ✨ Former CA Real Estate Agent 🎙Speaker for women focused summits, conferences, rooms & groups on topics around investing, retirement plans, financial therapy, financial trauma, tax strategy, tax planning, business entity structures, understanding & interpreting financial statements, financial record keeping best practices, profit margin strategies. At the intersection of belief & behavior lies the hidden landscape of why 🧐 we do what we do with our money. Financial therapy is about empowering people to understand themselves and their relationship with money on a deeper level. The approach is holistic in nature & considers a person’s unique journey and the distinct set of experiences that has shaped their belief set. This is the unseen aspect of how we arrive at financial decisions, with research showing us that 90% ❗️of our financial decisions are made emotionally and not from a place of logic. //////////// 🧘🏼‍♀️Yogi (Currently deepening my practice via a 200 hr YTT Program) 🌿Plant based nutrition 🌲Nature is my muse ❤️ Love is my religion 🐳 Card carrying ENFP ♎️ Libra Sun ✨ Manifesting Generator 🐕🐕 Shelter Pup mama 📍🇺🇸 Silicon Valley/SF Bay Area I can understand you a bit if you speak to me in Hindi, Punjabi or Telugu. And I may just reply back 🙂 Let’s connect! 🗣 Backchannel me to chat more ✨ Text “CLUBHOUSE” to 415-326-4989 to book a free 15 minute financial wellness consultation Financiallyaligned.com LinkedIn.com/in/rmichellesteward