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...

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...

3 Things That May Surprise You About Financial Planning

What exactly is financial planning? Financial planning is… -Being intentional and smart about your money. -Aligning your money with your life in a way that feels really good. -Enjoying your life today while also securing your financial future. Financial planning is...

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...

Shop for the Holidays without breaking the bank

It’s that time of year again, the Holidays! A time of year where we get together with family and friends, go to Holiday parties and have a spending hangover when it’s all said and done. You’ve got to buy gifts, get a new outfit for that party, face temptation to buy...

How Much to Save to Buy a House

You’re tired of throwing away money for rent. You want to become a homeowner and create a cozy environment, where you can make memories with your family for years to come. You may even find yourself on Zillow drooling over all the cute houses in your neighborhood that...