Author Archives: Leigh Shimamoto

Six Considerations for Big Life Transitions

As financial advisors, we get many technical and market-related questions from our clients. However, we also hear frequent questions from them about other facets of their lives, including how to navigate big transitions – not just from a financial standpoint, but from an emotional one. It’s something we all grapple with at various points…

The Breadwinner Dynamic: Achieving Balance & Equity in a Financially Disparate Partnership

Many of my clients earn significantly more money than their partners. In my work, I’ve witnessed relationships fraught with tension over this. It can breed insecurity, resentment and power struggles. I’ve also had clients who have worked out a healthy balance and mindset. They’ve successfully done (and do) the work to maintain their version of a fair and equal partnership, despite unequal incomes.

College Admissions: 6 Strategies for Success

Navigating the complex college admissions process can feel overwhelming and stressful for students and parents. The effort that goes into academic planning, financing and applying to schools is often accompanied by feelings of pressure and anxiety. These feelings may be further intensified for students who have their sights set on attending an ultra competitive institution, such as an Ivy League, with acceptance rates as low as 3.9 percent.¹ The reassuring news is that the majority of US colleges admit most applicants,² with the national acceptance rate for the 2021-2022 school year averaging just over 57 percent.

Perspectives on Diversity and Inclusion from a Wealth Architect

Despite facing enduring discrimination and hardship, the entrepreneurial pursuits of Leigh’s grandparents never wavered and they set an example that inspired her work ethic and dedication to helping others. We sat down with Leigh to learn more. How did you decide to become a financial planner? My parents urged me to become a dentist like