🌿A seat at the table
Sometimes, you don’t realize how far you’ve come until you’re invited to a table you never expected to sit at.
I’m excited to share that I’ve been chosen to be part of Trust & Will’s Financial Advisor Contributor Panel.
And I’m really proud of this one.
The panel brings together financial professionals who are having real conversations with individuals and families about estate planning every day. The goal is to bring those real-life conversations and insights directly to families who are thinking about their own estate plans.
Through Her Path, I’ve sat across from women who know they need an estate plan but keep putting it off. I’ve heard the questions, the uncertainty, and the familiar “I know I need to do this, I just don’t know where to start.”
Those conversations are at the heart of why I do what I do.
I’m honored to be included alongside this group of professionals who are helping individuals and families navigate estate planning and think more intentionally about their legacy.
You can read more about the cohort and meet the other contributors here:
To the women in this community who have trusted me to help you take that step toward getting your estate plan in place—I thank you. 💛
Every conversation, every question, and every “I finally got it done!” is a reminder of why this work matters so much to me.
If you’d like to learn more about Trust & Will and how I support women through their platform, just hit reply as I would be happy to share that information with you.
Happy Wednesday! 🌿
Lisa White Burns
Founder of Her Path, LLC
Financial Wellness for Women
🪙🪙 My Two Cents...
We're Live Tomorrow...“Life Happens. Plan for It.”
If estate planning has been sitting on your “I really need to do this” list, consider this your sign. Come learn, ask questions, and take a step toward getting it done. September 17th | 6:00pm | Free Shop, Ambler, PA.
👉 Click here to grab your spot.
My question for you:
If you already have your estate plan in place, when was the last time you looked at it? Take this as a gentle reminder to pull out those documents and do a nice review. Remember, your plan should change as your life does.
👉 Read more about beneficiaries here.
🌿. . . I created this "Wednesday Wisdom" blog to provide women-focused content that includes tips, tools, and my own (yes, sometimes crazy!) stories to inspire you to grow personally and financially. If you’d like to be part of this journey, please join at www.herpathbegins.com/subscribe. Thanks for being here with me!
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