I say all the time to my clients: building your financial foundation is not a destination, it’s a journey. It takes time, dedication to certain habits and routine, and focus on consciously deciding what really matters to you in life. Back in late April, I made the decision to do something crazy that I’d never […]
Getting Out of Your Own Way to Step Toward Financial Freedom
Over the course of the last few months, I’ve had the occasion to talk to lots of people about what it is exactly that keeps them from wanting to talk about their money, and in particular what it is that holds them back from stepping forward to once and for all learn how to proactively […]
Redefining Success on Your Own Terms
There’s an underground epidemic going on in our society, and I’d like to talk about it since it’s impacting many people’s ability to see money for what it truly is – a tool to support your life. Too many people are working too hard to chase success and in the end, they are still miserable. […]
My “Top Ten List”: Money Management and Personal Development Books
As an avid reader, I am continually sharing my favorite books with friends, family, and clients alike. As I relax into some good books myself this week while on vacation, I thought I’d share some of my favorite books with you on the topic of money and self-development. (Note: the books below aren’t in any […]
How to Systematically Save Money to Support Your Goals
“There is no need to wait for anyone to give you anything in your life. You have the power to create what you need. Given commitment, clear goals, and action, it’s just a matter of time.” – Susan Jeffers This is one of my favorite quotes because it feels so full of hope (to me […]
How to Financially Simplify Your Life
I feel it fairly ironic that I’m about to share what is a relatively simple process to financially simplify your life. However, I suppose it makes sense too that simplifying should be simple, yes? There are so many tips out there about how to get out of debt, how to save money, and even how […]
Financial Infidelity: Are you keeping financial secrets in your relationships?
I could sit here and quote statistics all day long about how money is the #1 reason for divorce. I won’t bore you with that, however we all know just how true that is, don’t we? Money is serious business sometimes. When one person is challenged by money management, that’s one thing. Add two people […]
A New View on Wellness
MONEY – it’s a word that strikes fear in the hearts of many however it doesn’t have to be that way. Even worse than the word money is the word BUDGET. It’s like the swear word of money. This one word sends people into a state of financial overwhelm unlike anything else that I’ve seen. […]
How to Make Your Own Financial Rules
It’s confession time again. I am a classic “Type A” and overachiever in recovery. For the most part, I like rules, I like order, and I like structure and systems. There, I said it out loud. But can I confess something else? In the last few years, I’ve broken a lot of the financial “rules” […]
Things My Parents Taught Me about Money (and Life)
Have you ever had one of those moments where you had to admit to yourself that your parents were actually right? And perhaps beyond that even that they were really smart (or if you’re from Boston like me, “wicked smahht”)? It’s humbling…I have one of these moments at least once a week if not more […]
How to Get Started Building a Financial Plan
If I’ve heard it once (or some version of the following), I’ve heard it 1,000 times: “I don’t like numbers, they scare me. I can’t seem to sit down and put together a budget even though I know I really should.” So let me get this straight – you’re scared (which means you’re not thinking […]
