What a beautiful evening! We gathered to watch my Women in Power episode, then shifted into a thoughtful market update with Jim Doherty from First Trust.

I’m grateful to everyone who showed up with curiosity and great questions, and to Jim for sharing clear, timely insights that helped us look at the bigger picture without getting lost in the noise. Nights like this remind me why I do this work. When we bring people together, talk openly about money, and ground our decisions in our values, planning feels more intentional and supportive of the life we’re building.

Thank you to our clients, friends, and guests who joined us, and to Jim for providing us his insights!