At Talk Money with Tish, we usually come prepared with frameworks, strategies, and well-structured insights. But every now and then, it's important to pause and reflect on the why behind what we do.

In one of our most personal episodes yet, we shared an unscripted conversation about how we found ourselves in the financial services industry—an industry neither of us expected to enter, yet one that has transformed our lives, our families, and the people we serve.

This is our journey. And maybe, it's a part of yours too.

From Unfulfilled to Purpose-Filled: The Turning Point

Tish’s Story
“I didn’t have a background in finance. No licenses. No degrees in economics. But I had a servant’s heart and a desire to make a difference.”

Tish’s early career began in the legal field. While it offered structure and stability, it lacked soul. Helping people navigate difficult legal battles became emotionally draining, and she craved a path that combined meaningful impact with financial empowerment. After years of saving, she realized: you can’t save your way to wealth.

That awakening led her to explore better financial strategies—not just for herself, but for others. The more she learned, the more she realized how underserved most families were when it came to real financial education.

Christina’s Story
“I thought the money would come eventually. But it doesn’t—you have to make it come.”

Coming from a corporate background, Christina was no stranger to hard work and climbing the ladder. But the corporate world left her feeling like a number. Even with a 401(k), she wasn’t building real wealth. Worse, she had worked with financial advisors who left her portfolio stagnant or worse—losing money.

That frustration turned into fire. She started educating herself, connecting with real professionals, and learning the why behind the numbers. That curiosity turned into passion—and eventually led her to Tish.

Why Financial Services?

Because money touches every part of life. We don’t just build portfolios—we build legacies. We guide individuals and families from confusion to clarity, from surviving to thriving.

This industry has given us:

• The freedom to work with purpose

• The ability to help families live better and dream bigger

• The chance to build a business with values—not just a job

• The joy of mentoring others to do the same

Whether you’re a mom juggling it all, a mid-career professional seeking more, or someone who’s always had a heart for helping—this industry can be a vehicle for real change. Not just financially, but personally.

What Makes TMWT Different?

We focus on holistic financial planning—not cookie-cutter advice. We help clients:

• Build strong financial foundations with emergency funds and income protection

• Grow wealth through index strategies and tax-smart planning

• Protect assets and prepare for the largest wealth transfer in U.S. history

• Pass on legacy through estate planning and advanced financial tools

Our clients include:

• Those just getting started, building their first plan

• Those doing well but ready for more, seeking tax efficiency and better growth

• Families focused on legacy-building and multi-generational wealth

And beyond clients, we help agents and future professionals step into a new calling. If you're looking for a meaningful career where you can learn, earn, and lead—this is it.

We’re Not Just Advisors. We’re Architects.

Sometimes we call ourselves wealth architects. Other times, we say we’re personal family CFOs. Because what we do isn’t traditional financial advising. It’s about building a customized plan for your life and your goals.

It’s coaching. It’s mentoring. It’s listening. And sometimes, it’s just being a steady voice when life gets shaky.

Want to Learn More?

Whether you’re considering improving your finances or curious about joining this mission-driven industry, we’re here. Talk Money with Tish is more than a name. It’s a movement.

If our story resonated with you, let’s talk.

Explore more at www.talkmoneywithtish.com
Or book a free discovery call here: Book An Interview

Let’s build a legacy—together.