Everybody 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…
DetailsWhen I went through my coaching training, we used various metaphor tools to help illuminate how we felt about different areas of our lives. An example of this would be to consider your answer to the following question: If your money was a person, place or thing to you, what would it be? Some of…
DetailsI don’t know if people even try this, but I think it’s very difficult to set a 12-month goal, especially when it comes to money. And even more so after coming back from a holiday season. But I have found it’s useful to take smaller steps and find something to reenergize yourself around your goals…
DetailsDo you shudder at the mere mention of the word “budget”? Break out in cold sweat when someone suggests putting together a spending plan? Wish you could get a handle on your money plan, but feel stuck in the fear of facing all those numbers? I hear you. No really! I may be a financial…
DetailsAs everything winds down for the holiday season and people start thinking of their New Year’s resolutions, I want to shift your thinking about how you go about setting goals and resolutions. Because resolutions…they sort of suck. Studies show that fewer than 8% of people who set New Year’s resolutions actually achieve them. But there…
DetailsIf you’ve been around these parts for any amount of time, I hope it’s clear by now that financial planning is not about products, or investments, or even about deprivation. It’s not about feeling that you need to “do” something about your money specifically; instead, it’s about getting urgent about your results with money. I…
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