Kick off 2026 by reconnecting with your money mindset and turning insight into action. We’ll identify your dominant money archetype, work through targeted reflection prompts, and then get practical: know your numbers, set up a Monthly CFO Day, and sketch a simple strategy for the next 90 days. You’ll leave clearer, calmer, and ready to move.
Featured Speaker: Aditi Kapadia, CFA, CFP®
Aditi Kapadia, CFA, CFP® is the Founder of Wealth IQ, a boutique, fixed-fee Registered Investment Advisory firm based in Chicago. She specializes in helping high-achieving women, entrepreneurs, and globally minded professionals build a financially confident, values-aligned life.
Aditi blends rigorous financial planning with behavioral money psychology, distilling complex decisions into clear, empowering strategies. Her work sits at the intersection of wealth, well-being, and conscious leadership, and she is known for making finance feel accessible, human, and deeply relevant to women building businesses and lives on their own terms.
Through Wealth IQ, Aditi provides comprehensive planning, investment guidance, and cross-border advisory for entrepreneurs and professionals who have relocated to the U.S. from around the world — helping them navigate U.S. taxes, retirement systems, and the financial complexities of launching or growing a business in a new country. — helping them navigate taxes, retirement systems, investing, and the financial complexities of building a life in a new country. She also designs interactive financial tools — including her Money Mindset Game and Goal Visualization Pyramid — to help entrepreneurs understand their money habits, clarify their goals, and take action with confidence.
Aditi holds an MBA from the University of Chicago Booth School of Business and brings eighteen years of experience across wealth management, corporate finance, and global markets. Her work has been featured across workshops, women-led networks, and community organizations committed to elevating economic power and financial literacy.
Presented by Cook County Small Business Source and Women’s Business Development Center