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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New Year 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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Year End 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 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...
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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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How to Discover and Share Your Money Mindset with Your Partner
A key piece to a strong financial foundation in a relationship is discovering and sharing your money mindset. Your money mindset is influenced by things like your experiences, beliefs, and personality, and the way you think, feel, and speak about money. You have your...
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5 Tips for Talking About Money with Your Spouse
You can’t put off the money conversation with your partner anymore, and the thought of combining your finances feels overwhelming. Maybe you’re afraid to talk about it, not sure where to start, or you don’t want to tell them about that lingering credit card debt. Why...
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5 Mistakes Couples Make When Talking About Money
When you can’t get on the same page as your partner about money, it’s really frustrating. You’re doing the best you can, and you just don’t understand why you can’t seem to come together on this! Before you know it, there’s arguments, tears, yelling, putting up walls,...
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