EPISODE · May 26, 2025 · 18 MIN
112 | How to Have Your Financial Team Work for You: Wealth Management Made Simple
from Your Money, Your Rules | Financial Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design · host Erin Gray | Financial Coach, Former Certified Financial Planner and CFO
Too many women in business walk out of meetings with their CPA, bookkeeper, or financial advisor feeling confused, unseen, or like they’ve lost a piece of their power. In this episode, I am breaking down why that happens—and what to do about it.You’ll learn how to reclaim your authority in financial conversations, regulate your nervous system before stepping into money decisions, and create partnerships with your financial team that actually support your goals and values.We explore:How women are conditioned to defer financial decisions to “more qualified” expertsThe role of financial trauma and nervous system dysregulation in fawn, freeze and flightSubtle signs you’re giving away your power (like nodding along when you’re confused or agreeing too quickly)How to ground yourself before financial meetings and ask questions that create true clarityWhy your financial team should be working with you—not above youIf you’ve ever felt like your voice disappears in financial conversations, this episode will help you reconnect to your intuition and step back into the role of CEO—of your business, your body, and your money.Ways to Connect with Me and Learn More:Apply to Work with MeGenerate a Life Well Lived WebsiteInstagramLinkedInYouTubeGrab your free Human Design chartFoundational Resources
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What this episode covers
Too many women in business walk out of meetings with their CPA, bookkeeper, or financial advisor feeling confused, unseen, or like they’ve lost a piece of their power. In this episode, I am breaking down why that happens—and what to do about it. You’ll learn how to reclaim your authority in financial conversations, regulate your nervous system before stepping into money decisions, and create partnerships with your financial team that actually support your goals and values. We explore: How wom...
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112 | How to Have Your Financial Team Work for You: Wealth Management Made Simple
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