client comments
“I’ve known for a long time that Steffi knows the ins and outs of wealth and she definitely covered many dimensions of the topic in our private sessions. Her group sessions were fun and informative and everyone felt at ease discussing wealth. Steffi also shared interesting stories to illustrate wealth principles and practices which I enjoyed.
There are many people out there who claim to work with High Net Worth (HNWs) and Ultra High Net Worth (UHNWs) who don’t. When I met with an extremely wealthy individual who is not a public figure and looked them up on Facebook, Steffi was the only mutual friend which showed me she works with some of the wealthiest people in the world. She knows her stuff!”
— Elizabeth S., Massachusetts
“I’ve stopped thinking we could delay putting in the time and resources into analyzing and optimizing our financial picture. I’ve taken action – I’ve started gathering together documents and information. I enjoyed the openness and shared experiences and vulnerabilities of the women in the group. I feel motivated to find a team that will help us manage our wealth. I also feel confident that I know enough of the language and jargon and basic concepts to identify whether a potential member of the team would be a good fit with the type of background and experience we are looking for. This is a great way to inspire informed thought and action about your financial future and what you can do to get started.”
— Jane C., Wisconsin
“I loved learning about the entire picture of investing instead of just the bite sized pieces people are trying to sell me or the bits I pick up in conversation. I’m now the one initiating important discussions about our financial plan with my husband, and it’s been really fun!
I stopped comparing myself to other investors and trying to follow what they do. I’ve found my own passion and way of making profitable investments. I feel so much more confident and clear about what I’m doing! Steffi also empowered me to make some changes to my team of advisors. I now know what to ask and how to ensure I’ve got the right people helping me grow and protect my wealth. Learning with other women in a group where we all felt safe and free to talk about our fears and ideas related to investing was priceless! I feel so much more empowered to analyze and make financial decisions, plus I’ve formed relationships with other amazing women who can support one another as we take this information out into the world!
Steffi was warm, fun, and incredibly knowledgeable on all things money and investing. She’s also a wealth of resources! If she doesn’t know something offhand (which is rare to be honest!), she’s got multiple people and places she will send you to for reliable information.”
— Melissa B., Florida
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