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Financial Literacy and Generational Wealth

Financial Literacy and Generational Wealth

by Editor | Mar 3, 2025 | Blog Posts, Wealth, Finance, and Money

Financial literacy is a critical skill, especially in an economy full of uncertainty, but it is especially important for women entrepreneurs and executives. Mastering the basics of financial management enables women to take control of their businesses, plan for the...
Mastering Business Finances: Insights from Amy Willingham, Senior VP & Commercial Lender

Mastering Business Finances: Insights from Amy Willingham, Senior VP & Commercial Lender

by Editor | Jan 6, 2025 | Blog Posts

We’re delighted to introduce guest expert, Amy Willingham, Senior Vice President at National Bank of Arizona. Amy assists business clients with a variety of business and personal services, including everything from managing deposit accounts, treasury and digital...
Taking Control of Business Finances

Taking Control of Business Finances

by Editor | May 20, 2024 | Blog Posts, Wealth, Finance, and Money

Managing money is extremely stressful for some of our clients. They may have gotten mixed messages about money growing up or had parents or a life partner who managed family finances. Many of our clients are self-made—they didn’t go to business school, and some don’t...
Taking Control of Business Finances and Finding the Right Funding with Stephanie Sims

Taking Control of Business Finances and Finding the Right Funding with Stephanie Sims

by Editor | Feb 2, 2023 | Blog Posts, Business and Operations, Wealth, Finance, and Money

  Taking Control of Business Finances Stephanie Sims is a “recovering investment banker,” speaker, author, and founder of Finance-Ability. She gives founders the knowledge, tools, and self-awareness to start taking control of business finances, helps...

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