Is Scarcity Thinking Holding You Back?

One of the most common mistakes I see entrepreneurs make when setting their financial goals is that they hold themselves back from dreaming big. Even as visionary entrepreneurs, we can still let fear-based beliefs hold us back. We set goals based on what we think is...

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Align Your Money with Your Values

Have you ever thought about what’s guiding your financial decision making? It may be that you’re reacting to what’s already happened. Maybe you’re avoiding making financial decisions. It could be a fear or anxiety that is guiding you. For me, my financial decisions...

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Discover what Money Means to You

Money can feel like a big SHOULD. Just the thought of the “S” word makes my skin crawl. “My dad says I should save 10% of my income for retirement.” “I’m supposed to be debt-free so I should be super frugal and put all my money towards paying off debt.” “My friend...

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2020 Goal Setting: Creating Your Financial Vision

Welcome to the 2nd post in the blog series: An Entrepreneur’s Guide to Creating a Financial Plan for 2020. If you missed the first post in this series, 2019 Financial Review: Knowing Where You Really Are, you can check that out here. In that post, I take you through...

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2019 Financial Review: Knowing Where You Really Are

As the year comes to a close, and you’re doing your business planning for 2020, it’s important to reflect back on the year. By doing this, you can learn what went well and makes sense to keep doing, and what didn’t go so well and you can let go of. I’m going to take...

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3 Myths of Working with a Financial Planner

The financial services industry can sometimes get a bad wrap. I get it — I’ve seen the good, the bad, and the ugly sides of the industry. This was actually a huge motivator for me to start my own financial planning company. So that I could serve the underserved -...

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