Expanding What’s Possible With Your Money

Expanding What’s Possible With Your Money

Okay, I know the title of this blog might sound a little up in the clouds, but I promise that it’s so much clearer and more tangible than you think!  Whenever I talk to clients, I always ask them what their financial goals are. But one thing I noticed was that so many...
Financial Tactics vs. Mindsets: Which Do You Need?

Financial Tactics vs. Mindsets: Which Do You Need?

Let’s talk about the difference between financial tactics and financial mindset. Most people don’t realize that these are actually two different things — but the magic happens when we bring them together! Financial Tactics This is essentially what you’ll read about...
Planning for Big Purchases

Planning for Big Purchases

What’s the best way to protect yourself financially when you make a big purchase? How can you determine whether it’s best to pay in cash or take out a loan? Most people don’t make large purchases very often, so when the time comes to think about buying a new car or...
Now, Soon, Later: A Tool for Life’s Transitions

Now, Soon, Later: A Tool for Life’s Transitions

They say the only constant in life is change. But that doesn’t make it any easier to deal with. The reality of the situation is that, any change in our lives — big or small, will have an impact on our energy, our mental health, and even our finances. I used to get so...
How Financial Planning Can Change Your Family’s Future

How Financial Planning Can Change Your Family’s Future

I know the title of this episode is a huge claim. But I want to tell you why I wholeheartedly believe that financial planning can change a family tree, and what I mean by that.  Now, I’m not talking about having a goal of amassing millions and millions of dollars that...