“For a truly rich life, it’s essential to invest in both your financial health and emotional wealth. Learning how to nurture these two skillsets concurrently is the most direct path to creating a life that makes your heart sing. I call this practice…MoneyZen.”

Manisha Thakor

Founder, MoneyZen LLC

Hi! I’m Manisha Thakor.

Financial Wellbeing Is My Personal and Professional Passion.

As an ardent financial literacy advocate for women, I adore teaching, writing, speaking and consulting about the essentials of financial health and emotional wealth. Having worked for over 30 years in the financial services industry, I’ve come to see firsthand how important it is to empower women to achieve financial wellbeing. Why women? The short answer is that money gives women voices and choices. To learn more about why I want to help you become empowered in this way, watch this short video.

Before you consider someone’s opinions about financial wellbeing, it’s important to know what qualifies them to speak about the topic in the first place.

  • I earned my undergraduate degree from Wellesley College, spent a year as a Visiting Student at Oxford University, and received my MBA from Harvard Business School.
  • I’m a Chartered Financial Analyst (“CFA”) and a CERTIFIED FINANCIAL PLANNER™ (“CFP”).
  • I’ve spent over 30 years working in a wide range of roles in the financial services industry — from investing for institutions and providing financial life planning for individuals to serving on a Fortune 200 independent mutual fund board. For additional details, visit my LinkedIn profile.

As a teacher, writer, speaker, and consultant, I offer the following services for organizations and these resources for individuals:

Contact me today if you are an organization seeking: a Keynote Speaker, financial wellbeing expert for Corporate Engagements, a teacher for your Destination Learning retreat center or if you are a journalist in need of a media resource.

While I no longer work 1-on-1 with individuals, I encourage you to read my three Books, visit my Resources page for carefully curated financial health and emotional wealth information, or take my online course offered by the Omega Institute.

I’ve written three Books to help empower women at different ages and stages of their financial wellbeing journey.

My most recent book, MoneyZen, is geared toward mid-career women who are grappling with how to balance ambition around work, money, and accomplishments with a desire to “finding your enough” by living a life rich in both in financial health and emotional wealth.

For women in their 20’s and 30’s embarking on their financial journeys, my first two books are short, fun, financial primers co-written with my fellow Harvard Business School classmate, Sharon Kedar. On My Own Two Feet demystifies personal finance 101, providing readers with real-world tools and a clear roadmap for a lifetime of financial health. Get Financially Naked teaches readers how to manage and talk about money in the context of the early stages of a new relationship.

Here are a few of the outlets in which my work has been featured.