Beyond inheritance, the Legacy Ledger is a digital document that tracks "living investments"—money given to children for education, loans to friends, or charitable bets. It combines Rogers’ accounting rigor with Ryan’s relational ethics, ensuring that wealth transfer does not destroy family cohesion.
Where Rogers is the calculator, Jessica Ryan is the psychologist. Ryan holds a Master’s degree in Behavioral Finance from Santa Clara University and spent her early career coaching tech executives at startups in Silicon Valley. jane rogers and jessica ryan
In an industry often criticized for its opacity, high fees, and lack of personal connection, two names have emerged as beacons of a new, more empathetic approach to finance: and Jessica Ryan . While individually impressive, their collaborative work as co-founders of Rogers-Ryan Financial Wellness has created a paradigm shift in how middle-to-high-net-worth individuals, particularly women and entrepreneurs, engage with their money. Beyond inheritance, the Legacy Ledger is a digital
