Vintage Patrick Huang, we are so privileged to have him managing our clients' portfolios, and more importantly, well being...There's more to manage than your wealth...Go Patrick! bit.ly/3MuC46e

Do you think men are better than women with money? No matter your answer to that question—AI does. The truth is, women are better with money than men in many ways—like their investment portfolios outperform men’s. It’s time to show the reality—help us change the face of finance

Life control through financial control. Listen and engage differently🔥. Thank you Lumiant vimeo.com/838421578?shar…

Welcoming our new intern, Reagan! Here to help Design your Financial Destinies! BTW her fav emojis...🤠🦋🌻

Life Control through Financial Control, a sneak peek at Source Financial Advisors, take a listen...& hope you had a great 4th!!🎇 vimeo.com/840957971?shar…

Life experience + what your good at + the need to serve = Recipe for Success. Hear about the Source mission... Helping women design their financial destinies. vimeo.com/844291618?shar…

How does our recent office renovation reflect our company and clients? Authentic..Boutique.. Purposeful..Destined..Your Space Speaks Volumes..Feel It..Make It Your Clients.. vimeo.com/846712552?shar…

Economic independence if a form of necessary control. It often makes life a lot easier. What makes you tick? What are your values? What do you want now, not just 30 years from now? vimeo.com/850642651?shar…

We help divorced and divorcing women pull a chair up & STAY at the Financial Table. We understand the courage it takes and the journey of emotions. It's our mission to meet you where you are...our space and our process keeps you at that table.🏆🙏 vimeo.com/854684737?shar…

🌟Rewrite your financial story. 🖊️ Divorce feels like the end, but it doesn’t have to be. It’s time to redefine your financial future. On YOUR terms. #financialresilience #DivorceAndThrive vimeo.com/854684737?shar…

Regardless of relationship status, you're at the helm of your choices, steering toward what truly matters. Equip yourself with financial knowledge, make informed decisions, and pave a path to success and fulfillment. vimeo.com/857916623?shar…

🌟 Celebrating International Girls Day 🌟 Reflecting on my journey as Founder + CEO of Source Financial Advisors and co-founder of The IDEAL School of Manhattan. From the child of divorce to empowering women in finance, this day holds special meaning. Let's empower to control our destinies!

💡 Empowerment through Education 📚 I emphasize the importance of providing divorcing clients with clear financial insights. Knowledge is power during these difficult times. #DivorceAdvice #WealthManagement thinkadvisor.com/2023/09/29/the…

Who would have thought..., 🤔yes there is a shifting landscape of Breadwinner Roles & how Women in Leadership Positions impact Relationships and Finances. 💥 Thanks for the opportunity FA Magazine #womeninleadership #womenentrepreneurs #womeninfinance fa-mag.com/news/when-wome…

This is my incredible Mom, Corinne Smith. Started her career in the late Seventies- in her late Forties- at Merrill Lynch. I NEVER would have chosen this field without her. Thank God for her on more levels than I can identify.

✨ Attorneys aren’t magicians or mathematicians—they’re strategists who specialize in understanding your economic fact pattern, legal guidelines, and crafting a compelling narrative for your divorce settlement. 🧩💼Curious how it works? 🎙️📚 vimeo.com/981598561

Keeping the Family Home Can Spell Disaster for Divorcees. Grateful to Rethinking65 for the chance to delve deeper into this crucial divorce issue.rethinking65.com/2024/08/09/kee… via @Rethinking65

Divorce is a huge deal and in it’s your life on the line, not your lawyer’s. This might well be the largest financial move you ever make, it's important to be in control. You need to really get how the process works. Check out what I have to say. vimeo.com/1001685884

Is everything really a '10 out of 10' priority in your divorce? Are you fighting for the wrong things? Please....don't derail your divorce or the relationship with your attorney. Let's hear it...#divorcefinances #FinancialPlanning vimeo.com/1004133548

1am emails...no sense of urgency or priorities in your divorce...don't know the meeting or court date schedule...No Thank You...Some very important guidelines to improve communication and process with your divorce lawyer. With Elise Pettus of UNtied vimeo.com/1008868084