If you've ever walked out of a meeting with a financial advisor feeling more behind than when you walked in, this episode is for you.

Nicole Meihofer spent years doing high-level financial planning for families with nine-figure exits — the kind of wealth strategy most women never get access to. She left Merrill Lynch in 2018 to change that. Today, she runs PearlVest Capital, a woman- and minority-owned firm, and every client engagement starts with the same question: What does enough actually look like for you?

It sounds simple. It will rearrange everything.

In this conversation, Nicole walks through the two numbers every woman needs to know — your monthly thrive number and your investment number — and why your decision-making around money changes completely once you know both. We also get into the investment vs. expense mindset shift (yes, your cleaning person counts), why she retired the word "budget" entirely, and what the Wolf of Main Street gets right that Wall Street never will.

This is the financial planning conversation most women never get invited into. You're invited.

In this episode:

The two-number framework that grounds every financial decision
Why your decision-making around spending looks different when you're the breadwinner
Investment vs. expense, and why the distinction changes your bank statement
The Wolf of Main Street framework (and why it's the one worth following)
What "enough" looks like when it's actually yours

Connect with Nicole

Website

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