Financial planning and money coaching do not necessarily go hand-in-hand. Sometimes people just want the facts, ma’am…where do I put what money and into which bucket, thankyouverymuch. However, when people can’t seem to save money for whatever reason, it’s usually not logistical – it’s emotional. Energetic. Behavioral. Sometimes I can help people identify their attitudes…
DetailsMoney and your attitude go hand-in-hand. Maybe ten years ago, if I’d said this in a room full of people, I would’ve gotten a lot of blank stares or been laughed off the stage. But nowadays, I think more people are willing to connect the dots between their thoughts, their energy, and their money. When…
DetailsWe often think about our brains as the ultimate authority, the ultimate truth. But, as it turns out, sometimes they are big, fat, liars. The thing is, while our brains have our best interests at heart, they’re scared of change. They like things the way they are now — even if you have goals to…
DetailsNobody wants to fail. Not consciously anyway. But sometimes not changing is easier than changing. We’ve all experienced this, right? It’s easier to stay in bed than get up and go for a run. It’s easier to leave our money in the old company 401k than to figure out what to do with it. It’s…
DetailsSometimes certain people are just dealt a better set of financial circumstances… rich parents, whatever… but most financial success – of saving and keeping money – has to do with good financial habits. Bad financial habits can be as difficult to break as any addiction or other bad habit. Yet some people can change their…
DetailsEverybody says they want a good money relationship…but what does that even mean? Does it mean you’re cool with money until there is a conflict and then you turn on it? Just how deep or superficial is your actual relationship with money? What does having a relationship with money even mean to you? I think…
DetailsFinancial planning is about making your money work for you. Financial planning is NOT about products, or investments, or even about deprivation. It’s not about feeling that you need to “do” something (like you need to do the laundry, or grocery shop or change the sheets); instead, it’s about getting urgent about your results with…
DetailsI do not prepare tax returns, but as a financial planner, I understand taxes and can help my clients with their tax strategy. And it’s that time of year when many of you are about to freak out about your 2018 tax return. Now is when all of those TV ads pop up, warning you…
DetailsLet’s get real here: we’re living in a crazy world right now. There is political upheaval all over the world — not just here in the U.S. of A. There’s financial uncertainty around healthcare, jobs, wages, tariffs, the stock market, and more. All this uncertainty can be unsettling and overwhelming. And overwhelm can cause people…
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