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…
Resolutions…. 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…
When 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…
When 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…
How 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…
Ah, the holidays! Not many people are thinking about how to save money on gift giving; more often, people are thinking of this as the perfect time to practice our generosity and shower our family and friends with gifts. I see gift guides out there that include everyone from the janitor at your kids’ school…
What did you learn from your parents about money? Did your parents teach you how to balance a checkbook? Make a budget? Not to use a credit card? There are probably two sides to this coin: what they actually taught you and what you picked up from them as attitudes, fears, and habits. Which begs…
Are you constantly fighting with your bank account? If you’re constantly confused by money, playing catchup with money, uncertain about it, feeling guilty about it… They’re all signs that you’re struggling. And even people who have plenty of money can find themselves in a struggle with it. Even those who aren’t living paycheck to…
A while ago, I had a prospect say to me, “Mindy, this service is not cheap. Are you sure this will be worth it for me?” Honestly? Not at all… I can’t promise any kind of particular results when someone works with me on their personal finances, mostly because I’m not their mother and not…
Four score and — er, a week ago, I introduced the concept of a declaration of money: a statement that codifies and solidifies your philosophy and intent toward how you use and manage money in your life. This week, I want to walk you through how to make a declaration of money for yourself.…
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