It all started with two financial crises. The first was personal. My financial life was turned upside down after a difficult, ill-advised divorce settlement. The second was professional. As the new Executive Director of a well-known private school, I discovered, too late, the school’s long-term fiscal vulnerabilities. We were forced to convert from a nonprofit to a for-profit organization—a painful process for the entire school community.
Rather than wait for a third financial crisis, I resolved to learn everything I could about finance. I was a successful educator, but I was uneducated when it came to finance—as were many of my women colleagues and friends. I decided to change my career from education to finance and help others, especially women, live their money lives informed and prepared.
My adventure in finance began in 1987 and continues to this day. My experience: financial planner, socially responsible investment adviser, small business consultant, national financial conference manager and writer of materials published by the National Endowment for Financial Education.
I founded The Money Dance in 2002, returning to my original goal of helping women live informed, prepared money lives. This time, not as a financial planner, but as a money coach for individuals and small groups. That meant no longer preparing financial plans, managing portfolios, or selling products. I would be an objective resource, free from conflicts of interest, focused on improving the practical and emotional aspects of women’s lives. I feel privileged to be of service, doing the work I love.