Financial and Life Journey Insights and Articles
Make Your Dreams A Reality

Financial Planning for Women: Why Empowering Financial Decisions Starts with Better Conversations
Not too long ago, a woman recently came to our team after an experience that left her feeling dismissed. She and her husband had gone to meet with a financial advisor, only to realize that all the attention and eye contact was directed solely at her husband—not her....

Estate and Legacy Planning: From the Simple to the More Complex – Part 2
In Part 1 of our journey through Estate and Legacy Planning, we explored the heart and head of this intricate process, delving into the profound significance of aligning personal values and desires with strategic planning. We've discussed the importance of starting...

Estate and Legacy Planning: From the Simple to the More Complex – Part 1
Estate and Legacy Planning are often misunderstood because of the number of rampant myths and misconceptions that obstruct our ability to find our way forward in achieving a tailor-made plan for us. Too often, when a cookie-cutter approach is used, given how personal...

Betty-Anne Howard
Betty-Anne Howard is an award-winning Financial Planner, Author and Speaker who specializes in helping women make their dreams a reality through financial literacy and charitable giving.
Betty-Anne’s goal is to raise an additional 50M for charities in her lifetime.