We’re excited to introduce you to the always interesting and insightful Meaghan Keeven. We hope you’ll enjoy our conversation with meaghan below.

Alright, Meaghan thanks for taking the time to share your stories and insights with us today. We’d love to start by getting your thoughts on what you are seeing as some the biggest trends emerging in your industry.

One of the most urgent — and under-discussed — trends in the financial world is the unprecedented transfer of wealth into the hands of women. Over the next decade, women are expected to inherit or control more than $30 trillion in the U.S. alone. That’s not just a financial shift — that’s a cultural shift. And yet, most women aren’t being prepared for it.

Here’s the hard truth: we’ve made incredible progress in earning power, but when it comes to financial literacy and wealth management, the education gap is still very real. I work with high-achieving women — physicians, attorneys, CEOs — and many of them quietly admit they feel intimidated or behind when it comes to investing, estate planning, or tax strategy. Not because they aren’t capable — but because no one ever taught them.

The concern is that if we don’t bridge that gap, many women will inherit wealth only to feel burdened by it, not empowered. But the opportunity? It’s massive. This is our moment to change the narrative. When women feel confident managing money, they don’t just preserve wealth — they grow it. They use it intentionally. They fund their dreams, support their communities, and build generational legacies.

One of my clients — a powerhouse surgeon in her early 40s — came to me shortly after inheriting a multi-million-dollar portfolio. Her words hit me: “I know how to save lives, but I have no idea how to save or invest this money.” Her father had always handled the finances, and now she was overwhelmed, paralyzed by fear of making the wrong move.

We didn’t just build her a financial plan — we rebuilt her mindset. We walked through everything: investment strategy, wealth preservation, estate planning, even values-based giving. And a few months in, she said, “This is the first time I’ve felt like this money is mine — and I know what I’m doing with it.” That’s not just a financial win — that’s a transformation.

That’s the trend I’m seeing: women stepping into massive financial power, but needing guidance, support, and education to truly own it. And the advisors, educators, and institutions who lean into this moment — who serve women not with judgment, but with partnership — will help shape a more empowered, equitable financial future.

Meaghan, love having you share your insights with us. Before we ask you more questions, maybe you can take a moment to introduce yourself to our readers who might have missed our earlier conversations?

I’m Meaghan Keeven — a financial literacy coach and wealth advisor who helps high-earning women turn their income into long-term financial confidence, freedom, and generational wealth.

I didn’t grow up surrounded by wealth. I didn’t grow up talking about investing at the dinner table. Like many women, I learned through trial, error, and necessity. What started as a career in the financial industry quickly became a personal mission when I realized how many brilliant, successful women were still struggling with financial shame, confusion, or fear — especially when it came to managing wealth independently.

That realization sparked the birth of my brand, Era of Women and Wealth — a movement, a business, and a mission all rolled into one.

Today, I run a growing financial literacy platform designed specifically for women who are making good money… but want to start making smart moves. I offer everything from one-on-one strategy sessions to downloadable workbooks to an educational membership community. Through courses, tools, and candid conversations, I teach women how to confidently navigate investing, tax planning, debt management, retirement, and more — without shame, judgment, or jargon.

The women I serve are often the first in their family to build real wealth. They’re doctors, attorneys, business owners, and creatives who are incredible at earning… but unsure how to build a system that works for them. What sets my work apart is that it’s rooted in empathy, education, and empowerment. I’m not here to sell a quick fix or hand out generic advice — I’m here to meet women where they are, and guide them to where they want to go, with clarity and confidence.

I often say: “You can out-earn your financial stress, but it’s way more powerful to out-educate it.” And that’s the gap I fill — I bridge financial knowledge with financial power.

What I’m most proud of? The DMs I get from women saying things like:
👉 “I opened my first Roth IRA because of you.”
👉 “I finally talked to my partner about money and didn’t cry.”
👉 “I made more money this year and finally know how to keep it.”

That’s the impact I want to keep growing.

If there’s one thing I want readers to know, it’s this: You don’t have to know everything to take control of your finances — but you do have to start. And when you have the right guide, the right tools, and the right mindset… it gets to feel empowering, not overwhelming.

This isn’t just the era of earning.
It’s the Era of Women and Wealth — and we’re just getting started.

What’s a lesson you had to unlearn and what’s the backstory?

That asking for help means you don’t know what you’re doing.

For a long time, I wore “I’ll figure it out myself” like a badge of honor. I’m the oldest daughter, a high achiever, Type A to the core — so self-reliance came naturally. When I started building my business in the financial space, I felt this pressure to always have the answers, to always seem like the expert. I thought asking for help would somehow undermine my credibility.

Spoiler alert: it didn’t.

In fact, the more I tried to do it all alone — building offers, marketing, client delivery, taxes, backend systems — the more stuck I felt. I was drowning in tasks that weren’t in my zone of genius, making decisions in isolation, and secretly burning out while still putting on a polished front.

The turning point came when I invested in mentorship and joined a mastermind of other women entrepreneurs. I was surrounded by women who were thriving — and they weren’t afraid to raise their hand and ask, “How do I do this better?” That experience cracked something open in me.

I realized that real leadership isn’t about having all the answers — it’s about being resourced. It’s about knowing where to go, who to lean on, and having the courage to say, “I don’t know this yet — but I’m willing to learn.”

That shift changed everything in my business and in how I support my clients. Now, I remind the women I work with all the time: strength isn’t self-sufficiency — it’s self-awareness. And asking for help? That’s not weakness. That’s strategy.

Can you share a story from your journey that illustrates your resilience?

When I first started building Era of Women and Wealth, I knew exactly who I wanted to serve: ambitious, high-earning women who felt smart in so many areas of their life… but insecure, unsure, or overwhelmed when it came to money.

I saw it everywhere — women who were running businesses, leading departments, making six or seven figures — yet secretly Googling “how to start investing” or “what’s the difference between a Roth and a traditional IRA.” They weren’t lacking income. They were lacking access to judgment-free, easy-to-understand financial education tailored to them.

So I built what I wish I had earlier in my own journey: a space where women could learn, ask questions, and build wealth on their own terms — no shame, no jargon, no one talking down to them.

But in the early days? Not everyone got it. I had peers in the finance industry tell me I was “niching down too far.” I had people ask, “Why not just serve everyone?” I even had someone suggest women wouldn’t pay for financial education because “they’d rather delegate that stuff to their spouse.”

I could’ve shrunk. I could’ve second-guessed. But instead, I doubled down.

Because here’s what I knew: the women I was building this for? They were hungry for this kind of guidance. They were tired of feeling left out of the wealth conversation. And they were ready to take control — they just needed someone to speak to them like they weren’t behind.

Resilience, for me, looked like staying rooted in that mission even when the validation wasn’t there yet. It looked like showing up online every day, speaking into the void at first, and trusting that the right women would hear me.

And they did. Slowly at first, then all at once — the community grew, the DMs rolled in, the word spread. Women started saying, “This is the first time I feel like someone’s talking to me, not over me.”

That’s when I knew: resilience isn’t always loud. Sometimes, it’s a quiet refusal to water down your vision.

Because if you keep showing up for the women you know are out there — eventually, they start showing up for you too

Contact Info:

• Website: https://eraofwomenandwealth.com
• Instagram: @financewithmeaghan

Image Credits

Lauren Middleton