by Maggie Kulyk, founder of Chicory Wealth and author of "Integrating Money and Meaning" 

I have been working with people and their finances for almost twenty years now, and one thing I know for certain: Each person’s relationship with money is unique and powerful, whether they choose to recognize it or not. I have also noticed that those who are willing to accept and work with the realities of their relationship with money generally lead happier and more balanced lives.

by Rachel McDonough, CFP,  Make Your Money Count 

All of the chapters in my money story could be summed up with three words: make it count. As a Financial Advisor, I’ve had a decades-long fascination with squeezing value and meaning out of every dollar and helping my clients do the same. I even named my business Make Your Money Count, LLC. But the essence of my money story focuses on faith more than finances.

by Elizabeth di Bonaventura, Senior Institutional Relationship Associate, Domini Impact Investments. 

The road less traveled has always been the path I’ve found myself on in life, whether intentionally or not. As a young girl, I did not grow up believing that I would have a career in finance. I was beguiled by misconceptions that the field was too difficult and the bar for entry too insurmountably high. Even more daunting was the lack of representation of women within the financial sector.

by Tami Kesselman, partner, LOHAS Advisors

Many families face an ongoing tension between the decision-maker “Patriarch” perspective and the younger “NextGen” perspective on how to approach investing and whether alpha should have primacy in investment decisions — with social, educational, justice, environmental, and other impact goals being served predominantly philanthropically — or if the two should always be approached as an integrated whole, regardless of asset class.