For the past several weeks, I have been providing step by step tips to help people become more financially organized in an area where most people are particularly challenged—maintaining financial documents. This week we’ll be talking about the year-end process to stay on top of all of those different kind of documents! The Year End…
DetailsWhen you use the word “adversity,” most people think of a negative life event, such as death, divorce or bankruptcy. People know that you have to “deal with it,” and overcome adversity. But unless you’re permanently wearing pajamas and starting happy hour at noon, they assume you’re handling it okay. Other than that, the details…
DetailsI believe financial satisfaction is based on two things: knowing what needs to happen to reach your financial goals, and knowing what data you need to access to get there. I see people all the time who have goals that never are realized, simply because they aren’t willing to get clear about the concrete data…
DetailsOur spending habits are defined by how our real values interact with (or are ignored in) our everyday life. When we are clear about what’s important to us, we make better purchasing decisions. It’s also easier to explain your spending rationales to your partner and/or children, and consequently, have a smoother ride with both. One…
DetailsFor the past several weeks, I have been providing step by step tips to help people become more financially organized in an area where most people are particularly challenged—maintaining financial documents. First, we gathered the correct tools, and then last time we talked about how to organize them for your success. This week I go…
DetailsAs I help people become more conscious and more effective with their spending, I find that a lot of key expenses get pushed by the wayside in order for clients to feel like they aren’t “wasting” money. But here’s the thing: caring for yourself, your home or your loved ones needs to happen regardless of…
DetailsRecently I launched an initiative to help you get more financially organized – yay you! I encouraged you to purchase 2-3 physical standing files with at least 12 tabs and 2 In-boxes, even if you plan to scan and save your bills ultimately—this way you’ll stay organized BEFORE the data gets into your computer, in…
DetailsAttachment to outcome is the idea that a situation must play out in a certain way in the best interests of your life, relationship, business etc. People decide that there is only ONE solution and then become fixated on making that happen, regardless of obstacles or other data. When this happens, you’re not only ignoring…
DetailsI cannot keep Tupperware organized. I’ve struggled for YEARS because I don’t see how it all fits together, so I just throw it in the cupboard and hope for the best when I’m ready to use it. I HATED my Tupperware cupboard because I hated trying to get what I needed from it! Until recently…
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