Pushpa: The Rise!

I remember meeting a reticent, petite Pushpa three years ago. She had come along with her husband Arun to consult with me for a financial plan. It looked like Arun had coerced her to this meeting, since she showed no interest in engaging in the two-hour conversation that ensued, and excused herself several times to take calls from her driver, maid, and children. Why Do Women Disengage? I met Pushpa separately a few days later. I explained the ramifications of the plan and the need for her to understand the personal finance roadmap we were creating. As I probed deeper into the cause of her reluctance, Pushpa revealed her insecurities. She did not want to meet an advisor along with her husband because her lack of financial knowledge would become obvious to both. She was afraid she would ask silly questions. She worried that I would ask for records of investments, transactions or spends,...