René's Story: Why We Do This

My Story. My Inspiration.

My siblings and I were raised by a strong and independent woman. At the age of 35, my mom returned to graduate school to obtain a Master’s degree, while raising three children on her own. And while she always stressed to us the importance of saving money, our family never discussed financial and investment matters openly.

When my mother was diagnosed with dementia in 2012, my siblings and I had to step in to manage her finances. Only then did we learn that despite the values she taught us, she had actually set aside very little for her own future. We realized we would need to take care of her for the rest of her life — in effect, we became her retirement and long-term care plan.

My mother passed in August of 2017. And while she is deeply missed, my siblings and I know that she was, in fact, one of the lucky ones: she had her family to support and care for her when things got difficult.

There are many women out there who are strong, ambitious, and independent just like my mom — and yet have neglected to consider the risks of longevity and the importance of making good financial decisions today so that they can have a comfortable lifestyle tomorrow. I started Urban Wealth Management, and later the Smart Women/Savvy Money Club, to provide a safe, secure environment where women are encouraged to learn, explore, and come to feel confident about making sound financial decisions.

Our vision at Urban Wealth Management is that every woman will live the life she desires and deserves. Send us a note, or schedule a chat. And join the Smart Women/Savvy Money Club, too. You’ll discover ways to become savvier with your money.