Financial Resources for Life's Big Changes
For the big moments: divorce, executive transitions, multigenerational planning, and more, these resources are built for real life.
Life shifts. Money gets complicated.
We're here to help you get a handle on the financial side. Pick the situation that sounds most like yours to get started.
I’m going through a divorce
What do I have? What’s fair? What will life look like after this?
Your Guide to Calculating How Much Divorce Will Cost (and What You Can Save)
A clear, woman-focused look at what divorce financial planning will cost.
What Women Should Know About Money Before Their Divorce Moves Forward
Women who've been there share the financial truths they wish someone told them at the start.
Do You Need Both a Divorce Attorney and a Financial Advisor?
Understand who does what so you can make confident, informed decisions about your legal and financial team.
How to Tell If Your Divorce Settlement Will Cover the Life You Want Next
This step-by-step walkthrough shows how to assess if your settlement supports your next chapter.
I’m managing equity, RSUs, or a big career move
There’s a lot on the table: comp packages, timing, taxes. I need clarity.
Top 5 Equity Comp Mistakes That Cost Executives Thousands
Selling too early, missing tax windows, or holding too long? Find out which missteps will cost you the most.
Banker vs. Advisor vs. Fiduciary: Which One’s Aligned With Your Goals?
A side-by-side comparison of roles, incentives, and what each actually does so you can make informed choices.
Are Your Advisors Actually Talking to Each Other? Here’s Why That Matters
How to get your financial, legal, and tax teams aligned and work for YOU.
What Your Peers Say About Feeling Heard, Not Handled
Their words, not ours—on the difference it makes when your advisory team actually gets you.
I’m supporting family across generations
College, caregiving, estate planning. There’s a lot to juggle.
How to Leave a Legacy That Makes Life Easier for the Next Generation
For families who care about more than just what gets passed down, we show you how to build trust, not just structures.
A Checklist of What Good Financial Support Should Prevent in Multi-Generational Family Planning
What to expect from coordinated, long-term family support and how to spot silent costs like poor communication, tax missteps, and future conflict.
The Most Successful Methods for Families to Plan Together Without Confusion or Conflict
Vetted methods we personally use to get organized, stay aligned, and keep the conversation going.
5 Ways to Start the Financial Conversations Your Family Will Thank You For Later
Talking points and ideas for tackling the conversations most families avoid without making it tense.
I just started a new chapter
A new job, new role, or sudden wealth. I need to get organized and stay ahead.
The First-Time Executive’s Guide to Avoiding Equity Mistakes
Stay ahead of taxes, timing, and costly surprises as you navigate new compensation.
Not Sure Who to Trust With Your Finances in This New Role? Start Here
Evaluate roles, reduce conflicts, and make smart decisions from the start.
Your Role Just Got Bigger. Here’s What Your Advisor Should Be Doing Differently
See how coordinated advice can protect your time, money, and decisions, especially when complexity increases.
Taking the Lead in Family Finances? Use These Tools to Navigate Planning Without the Jargon or Drama
Get your arms around multi-gen planning without getting overwhelmed.
I’m not sure what I need. I just know it’s complicated.
That’s okay. Start somewhere that feels manageable.
Editor’s Picks
A Must-Read for Anyone Navigating Divorce and Wondering What Comes Next
Chosen for its clarity and practicality, this deep dive helps you understand if your settlement supports the life you’re rebuilding.
The Article Every Executive Should Read Before Paying Another Advisor Fee
A trusted breakdown of what high-quality financial support should include, and how to tell if you're actually getting it.
Essential Tools for Complex Transitions
The ones you reach for when life changes and the financial pieces get messy.
Featured Tool
Top ways to save you time, second-guessing, and stress.
Your Guide to Calculating How Much Divorce Will Cost (and What You Can Save)
A clear, woman-focused look at what divorce financial planning will cost.
Tried-and-True Tools
Reliable, well-worn, and used time and again.
Will Your Divorce Settlement Cover the Life You’re Building Now?
Let's walk through what your settlement really means for your day-to-day, long-term plans, and future decisions.
Is Your Financial Team Catching What You Can’t Afford to Miss?
From tax issues to team misalignment, this list identifies where poor support can get expensive
Who’s Giving You Financial Advice, and What’s in It for Them?
Not every type of financial advisor is obligated to act in your best interest. Here's why.
Not seeing what you need? We’d love to point you in the right direction
Thoughtful Money, Real-Life Moments
Browse stories, explainers, and practical insights shaped by the real questions our clients ask during transitions, decisions, and everything in between.
Newsletter Archive
Past editions, still worth reading. Clear, relevant financial reflections from our monthly updates.
Balance Blog
Perspectives and practical advice for when money meets emotion.
Knowledge Center
Straightforward answers to complex questions. No jargon, just clarity.
All Articles
Not everything needs to be figured out today.
But when you're ready to take the next step—ask a question, start a plan, or just feel less overwhelmed—we’re here. Explore more, or start a conversation when it feels right.