Own your transition from divorce to
What our clients are saying about the Wife2CFO Program
One of the most inspirational aspects is the transformative impact of taking (back) control. Both the education you provide and seeing other divorced women living expansive, abundant lives, inspire me to step further and further outside of my scarcity mentality into more of a badass-boss-CFO mindset.
Thank you again for changing my relationship with money. I am so glad our paths have crossed. You are so empowering and I already sit a little taller. I am excited and ready to become financially literate and take the driver's seat of my financial future.
I’d heard about Michelle’s Wife2CFO course. I thought getting female-focused financial education during my transition would be enriching. It turned out to be an incredibly empowering decision... My overall confidence has really increased, which bleeds over into other areas of life too. The course has had a profoundly positive impact in a way I hadn’t anticipated.
I am inspired by Michelle and her incredible team, who always make me feel competent and confident.
“Parts of Wife2CFO ‘blew my mind’
The course provides a fresh lens to look at the ‘why’ behind our financial decisions and understanding tradeoffs, as well as the impact of action and inaction! Now that I’ve implemented a system that’s working, it’s saving me so much time and giving me the data to make more strategic decisions. Through talking this out and taking action while I had support during the course, it removed an emotional block with money that had been holding me back.
Wife2CFO has meant a lot to me and I am so grateful the google ad gods sent me your ad! I’ve gone through two marriages and was feeling financially (and emotionally) devastated. Michelle has given me the knowledge to bravely take control of my financial future, and now I feel empowered about this next chapter in my life. Thanks for EVERYTHING!
One of the most valuable things I learned from this course was how you demystified the concept of risk. Although I was married to a hedge fund guy and market talk wasn’t new, the fact that you taught me how I can control risk was invaluable. I would love to take this course again as I believe I can take the learnings to another level once I have even more experience in managing my own finances. The breadth and depth of information put into the 8-week format was perfect.
WIFE2CFO was transformative. A total game changer for me. I had been indecisive and was kicking the can down the road on getting my finances in order post-divorce. This course finally gave me the knowledge, confidence and determination to be proactive and organized. I now have a clear roadmap for success to get where I need to be financially. And, thanks to Michelle, I have the tools to get there all by myself. Onwards and upwards (at last!).
Wife2CFO provides the know-how and direction in dealing with my current financial advisors. I met with them recently to go over my "financial plan". I was able to see how they were not providing me acceptable or accurate information. Thanks to you and the course, I firmly but kindly was able to hold them to the task. What was amazing is that all of the feelings that had been “off” to me in the past were validated and I was able to name them and allocate appropriate responsibility for them. It was quite an experience. They pushed back hard but I was able with appropriate language hold my ground, again kindly. I was able to articulate what didn't make sense and why and request what else I needed. After a lot of deflection, they conceded that they had missed the mark and would come back to me with new and more information. It was a little shocking what they were comfortable giving me as a "plan" . No wonder I felt afraid for my future. But thanks to Wife2CFO and you Michelle, I now have the agency to direct it more clearly.
With a lot of gratitude, Jessa
Divorce was difficult enough, without the overwhelming prospect of handling my finances on my own. I was so fortunate to have been led to Michelle and her wonderful team at Source. Through her thoughtful and insightful Wife2CFO program, what was once a daunting thing to look at became manageable, comprehensible, positive and engaging. This program is great for anyone. Wisdom is a rare thing to find these days, but it’s definitely there at Source. I am very grateful to Michelle and to each of her team members.
* All testimonials are from individuals that are at the time are deemed to be clients of Source Financial Advisors, LLC., and are not compensated. Testimonials are selected by Source Financial Advisors, LLC for publication. Therefore, this presents a conflict of interest. We have attempted to mitigate this conflict by selecting what we feel is a representative sample of testimonials received.
Source Financial Advisors
545 Fifth Avenue, Suite 1108
New York, NY 10017
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