our mission
To empower service-based women business owners to be prosperous and powerful through their finances.
a letter from ruchi
Before there were amazing, heart-centered, fun-to-work-with service-based business owners like you… I spent almost two decades as a senior executive in the financial services industry.
Sure, I had a “great career” by all accounts to the outside viewer, but inside I felt like something was missing. I knew I was meant to help people in a deeper way.
There are two things I’ve always known about myself -- I love helping people (some have even called me their “financial therapist”), and I’m entrepreneurial at heart.
Even as a kid, I was always dabbling in something, from jewelry-making to playing with spreadsheets (seriously, the paper kind!). I was fascinated by creating, selling and digging into the numbers.
When I decided to jump off the corporate ladder, I wasn’t sure where I would land. I dove into the world of entrepreneurship and started meeting incredible, powerful women who were courageous enough to start a business, but didn’t know how to keep it running successfully day-to-day.
In our deeper conversations, they’d tell me, “It’s hard. I’m lonely. I don’t have time to do it all myself. I don’t know how to manage the business. I love what I do but I don’t love the money stuff.”
When a good friend of mine started sharing her woes around her business, I offered to pitch in and help her. Within 3 months she went from struggling on her own, financially unsure and overwhelmed, to raising her rates, making and saving more, having a solid money mindset and knowing she had a partner to help make sound financial decisions.
I knew I had found my true calling — getting to help amazing business owners who are great at what they do, but haven’t fully actualized their greatest vision.
Thanks for spending the time to read my story and for being here. If you’d like to chat with me about how we can help you get your finances in order while also being more empowered around money, schedule a free consult with me soon.
Warmly,
Ruchi
fun facts
Ruchi spent the majority of her career at Credit Suisse, a prominent global investment and corporate bank, in a broad range of roles, most notably as a hedge fund CFO in the Asset Management division.
She served as a co-chair of the COO committee of the Credit Suisse Americas Women’s Network.
Ruchi served on the Board of Directors of the GO Project
She is currently the Chairperson Emeritus and Member of the Executive Committee of the Pajama Program, a national non-profit organization based in New York.
She is a New York City chapter leader for Ellevate Network Entrepreneur Group, a global community and organization supporting women to advance in business.
Ruchi lives in New York City with her husband and son, and enjoys weekends at her lake house in Connecticut while sipping Aperol spritzes.