Why should you do holistic financial planning right now? Um, maybe you shouldn’t. I’m going to make a bold statement: I kinda dread it when people come to me for holistic financial planning when the reason they are moving forward is because they feel like they have to do it RIGHT NOW. I find that…
DetailsThere is a popular adage often attributed to Benjamin Franklin, the father of time management, “Failing to plan is planning to fail.” I think a lot of people believe that financial planning is only for the wealthy — which may be true, but only for a lot of financial planners. Before I left my last…
DetailsResolutions…. I am not a huge fan, you may have already noticed. I think it’s very difficult to set a 12 month goal, especially when it comes to money. Especially when coming back from a holiday season. But I have found it’s useful to find something to reenergize yourself around your goals in the new…
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…
DetailsWhen I went through my coach 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? Click To…
DetailsAs everything winds down for the holiday season and people start thinking of their New Year resolutions, I want to shift your thinking about how you go about setting goals and resolutions. Because the old way ain’t workin’. Studies show that fewer than 8% of people who set New Year resolutions actually achieve it. But…
DetailsFinancial planning is meant to help you begin with the end in mind with regard to your personal finance. I spend a lot of time reassuring people that financial planning isn’t “just” for the wealthy…in fact, a financial plan is what puts you on that road, regardless of where you start. And some…
DetailsWhen was the last time you read (or watched) “How the Grinch Stole Christmas”? If you find yourself rushing from store to store, spending more than you can really afford on gifts, disappointed by the reactions of people when you give, and then horrified by your credit card statements come January, it might be worth…
DetailsHow many times have you sat around the day after Christmas and vowed that next year — next year — you aren’t going to go so far overboard with gifts and STUFF…that you will scale back on gifts? Maybe it’s the environmental guilt you see at the trash bags full of wrapping and packaging out…
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