When we don’t feel grounded in our personal power, it tends to affect the decisions we make about money. Our sense of personal power affects so many areas—our self-worth and self-esteem; as well as our self-confidence when we stand as individuals. Many people become so identified with their primary tribe or community that they become…
DetailsOne thing that comes up when you work with people and money is that sometimes people think they don’t deserve to have all of the money they want. This might expand out to other areas of life, such as denying yourself pleasure or enjoyment, or putting others ahead of your own needs. When you DO…
DetailsI’ve been a financial planner and business owner for almost 16 years and traditional finance services annoys me. Yes, there are good people there. But for the most part, it’s sucky. It’s about minimum investments and products and insurance and asset management and BLAH-BLAH-BLAH…… You start to feel like if you don’t meet someone’s minimum…
DetailsIf you’ve ever experienced money struggles (and who hasn’t?), sometimes it’s hard to get out of survival mode and into a prosperity mindset. I know that when I was going through a rough financial time, it was important to understand my personal dynamic before I could move forward in prosperity. The difference between survival and…
DetailsEvery few weeks or so, I get an email from someone who is considering a career in financial planning. I am positive that they regret asking me as soon as they read my reply, because for the most part, I end up discouraging people from the career. Career Perspective Here’s how I see it…I love-love-love…
DetailsMy client base is mostly Gen X and Gen Y, with a few super cool Baby Boomers thrown in. So I don’t talk about long term care insurance a lot…but I think it’s very important. So this is my public service announcement to get it on your radar! My long term care insurance story My…
DetailsIt always amazes me that people think when you make a lot of money, you quit worrying about how you spend it. Personal finance just doesn’t work like that. I just had a meeting last night where this multi-millionaire was overjoyed to get set up on Mint. Over. Joyed. As I was leaving, I started…
DetailsIn today’s post I round up incredibly helpful links for you! In the themes of success, self-employment, creativity, and small business! Love this post and reminder of how success really works: Famous Comedian Steve Martin Shares Three Insights On Success. I met Kyla Roma at Pioneer Nation this past spring, and I love-love-love this…
DetailsStarting a financial planning practice can be difficult…and I have done it twice. The first time, things started coming together for me after a year. I was building my practice and acquiring clients, and some of the tension I felt over tight cash flow and starting my own business was starting to ease. But even…
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