Feeling Financially Free

Dear Journal, I read A LOT about financial freedom - reaching a point where you have enough money to live for the rest of your life.  You can choose to stop working, do the things you’ve always wanted to do, or whatever it is that financial freedom means to you. I...

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Keeping Sane During a Transition

Dear Journal, Change is hard.  A lot of people absolutely hate change, and I feel like it’s easy to get stuck in a situation because of the fears and anxieties that come along with change.   Have you ever felt like you wanted to make a change, but for whatever reason,...

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Finding the Meaning of Money in my Life

Dear Journal, I’m a visionary. Which means I think about the big picture a lot. I seek to find meaning in everything. My husband often tells me “not everything has a deeper meaning.” That doesn’t stop me from badgering him about his “why” for every single little...

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Budgeting doesn’t mean no fun

What do you think of when you hear the word budget? Do you feel limited or restricted? Does it make you think you can't have any fun? I'm here to debunk those thoughts. A budget is a tool. A budget is a spending and saving plan. It's something that can bring awareness...

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Money Mindset

I never knew what money mindset was until I became a financial planner. Now in my 5th year in practice, I've experienced many different financial situations with different personality types and different money philosophies. In my practice, I help people through the...

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