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 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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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...
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How to Identify your Money Mindset Blocks
Do you feel like money is holding you back from reaching your goals? You can’t seem to pay off that credit card, increase your income, save for your goals, or maybe it’s that you’re avoiding your finances. Whatever it is, you’re not getting the results that you want....
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