Contributor

Megan Gorman

I write about achieving wealth and how it intersects with our lives.

Ever since my first tax class in law school, I have been fascinated by wealth and the journey one takes to achieve it. Driven by this passion, I have spent almost 20 years advising wealthy families how to navigate their financial lives in my roles at The Ayco Company, A Goldman Sachs Company, BNY Mellon Wealth Management and now, at my own firm, Chequers Financial Management. Over the years, I have learned that the psychology of money – and the ability to understand our individual money stories no matter how much money we may have – is the key to making better financial decisions. I enjoy exploring financial issues through the lens of psychology, pop culture and history. As the founder of Chequers Financial Management, a female owned boutique tax and financial planning firm in San Francisco, I work with clients across the country, helping them achieve their financial and life goals.

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