Episode Details
Back to Episodes112 | How to Have Your Financial Team Work for You: Wealth Management Made Simple
Description
Too many women in business walk out of meetings with their CPA, bookkeeper, or financial advisor feeling confused, unseen, or like they’ve lost a piece of their power. In this episode, I am breaking down why that happens—and what to do about it.
You’ll learn how to reclaim your authority in financial conversations, regulate your nervous system before stepping into money decisions, and create partnerships with your financial team that actually support your goals and values.
We explore:
- How women are conditioned to defer financial decisions to “more qualified” experts
- The role of financial trauma and nervous system dysregulation in fawn, freeze and flight
- Subtle signs you’re giving away your power (like nodding along when you’re confused or agreeing too quickly)
- How to ground yourself before financial meetings and ask questions that create true clarity
- Why your financial team should be working with you—not above you
If you’ve ever felt like your voice disappears in financial conversations, this episode will help you reconnect to your intuition and step back into the role of CEO—of your business, your body, and your money.
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