May 5, 2023

Noticing the Why of Wealth with Cassandra Smalley

Noticing the Why of Wealth with Cassandra Smalley
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Noticing
Noticing the Why of Wealth with Cassandra Smalley
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Season 1

This week, Urvi and Maggie connect with Cassandra Smalley, author and certified financial planner about the why of wealth. What women need to know about creating wealth for today and tomorrow, building a wealthy mindset, barriers that hold women back from wealth creation, and elevating women’s voices as the financial table. 

Cassandra Smalley is the founder and CEO of Cassandra Smalley Wealth Management, a practice dedicated to empowering women to build wealth. Cassandra has been recognized by Forbes and SHOOK Research as America’s Top Women Wealth Advisors 2020-2021, Top Next-Gen Wealth Advisor 2017-2020, Working Mother Magazine, and Top Wealth Advisor Moms 2017-2020, among others. 

After 15 years in the financial services industry, Cassandra felt called to publish a book based on her experiences. The Why of Wealth: Mastering the Steps of a Wealthy Mindset to Live Your Joyful Life centers on the unique challenges women face in building wealth. It is packed full of impactful interviews, personal stories, and lessons learned by women and couples that provide an intimate view into how finances touch our lives. It’s a heartfelt message of the importance of communication, vulnerability, honesty, inclusion, and ensuring that women take a front-row seat at the financial table and enjoy their best life. 

Cassandra is the proud mother of two young daughters, Addison and Meghan, and partnered in this amazing life with husband, Kevin.


Connect with Cassandra here:

Checkout Cassandra’s amazing resources:

Visit Cassandra’s website for free resources from values exercises, goal planning, financial checklists, book club guides, and more. She is always adding more tools to help make finances fun and provide helpful resources along the way.

Grab a copy of her new book: The Why of Wealth: Mastering the Steps to a Wealthy Mindset to Live a Joyful Life (and support new authors by submitting your review!)

Connect with Urvi & Maggie:

@urvipatel.co

@maggiewardcoaching