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Let's just say it: You're the go-to person—for your team, your family, your future.

You know the birthdays, the deadlines, the dental cleanings. You send the snacks, read the contracts, approve the budgets. And while you're more than capable of handling your finances, it's no surprise if they've taken a backseat to everything (and everyone) else.

Here's your permission slip: You're not behind—you're busy. But if you're ready to shift from "I think I'm doing OK," to "I know I'm on track," here are three manageable things you can learn about your money life today:

1. What does "enough" mean for you?
Financial success isn't about a magic number. It's about knowing what kind of life you want and whether your current plan supports it. Ask yourself: Do I know how much it takes to keep my household running monthly—and what I want that number to look like in 10 years?

2. Where is your money sitting?
Many women I work with have significant savings ... just sitting in cash. If that's you, you're not alone—but you're missing an opportunity. Start by looking at whether those dollars are working for you. A high-yield savings account or balanced investment portfolio can change your trajectory.

3. Do you have a financial decision partner?
You don't need another to-do list. But having someone to translate the financial jargon into real-life action steps (without making you feel like you should already know it all) can make a huge difference.

If you're looking for a place to start, I host small-group groups for women to talk about money—without shame, pressure or acronyms. They're called "Finances & Feelings," and they're open to anyone who wants to learn more in community. Think about them like "a book club for money"—but with no required reading. And yes, wine can be involved.

You're already leading in so many areas. Your finances don't need to be a secret second job. Let's make them one less thing you have to carry alone.

Contact: astraeawealth.com | [email protected]

Written by Laura Corbiani, CFP®, Founder of Astraea Wealth Management (and someone who knows what it's like to juggle science, spreadsheets, and soccer schedules).

Investment advisory services offered through Equita Financial Network, Inc. an investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Astraea Wealth Management LLC.

Courtesy of Astrea Wealth.

 

Photo courtesy of Astraea Wealth.

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