Investing, Without the Noise: A Calm Approach to Money & Wealth with Diana Richey
Who this is for: Women who want to feel more confident and intentional with their money—at any stage.
Money touches every part of our lives, but most conversations only focus on one piece.
In this informal Q&A lunch, we can explore the full picture—from how we think and feel about money, to how we actually structure and invest it.
We can cover:
Money mindset, energetics, and earning
Taxes, account structure, and how to set things up simply
Investing basics and how to get started
Passive vs. active investing
ESG and aligning your portfolio with your values
How to build wealth in a way that feels steady and sustainable
Bring your questions—this is a relaxed, open conversation.
Diana Richey is an investor, tax attorney, and writer whose work bridges disciplined financial practice with a broader exploration of how building financial resources can support an intentional life.
With more than two decades of experience in law and finance, she began her career as an international tax attorney advising individuals, private funds, and multinational corporations on cross-border planning, charitable structures, and long-term capital strategy.
Today, she manages her own money with an emphasis on risk awareness and process-driven decision-making. Through her Substack, she teaches the fundamentals of investing with a focus on building income and long-term capital. She shares her own portfolio as a transparent reference, walking through trades as she makes them so readers can learn and grow alongside her.
Diana holds a B.A. from the University of Chicago and a J.D. from Boston University School of Law and is a Certified Financial Planner (CFP®) professional. She sits on the 501(c)(3) boards of Nature and Culture International and Amanzi: Water to Schools.