What’s Your Money Personality?

What’s Your Money Personality?

We sure love labeling our personalities, don’t we? Ask someone about their Myers-Briggs type or Enneagram number, for example. Or how about the character they’re most like from The Office, or what kind of vacation they’re most likely to enjoy. We’re curious about our...
Family Needs & Finances in a Post-COVID World

Family Needs & Finances in a Post-COVID World

Because of the pandemic, our lives have totally changed. How we work, how our children go to school, how we shop, work out, eat a meal: all of this looks wildly different now post-COVID.  Your finances probably look different, too. Over 40% of Americans believe that...
Are You Financially Ready to Have Kids?

Are You Financially Ready to Have Kids?

“When you know, you know.”“You’ll never be completely ready.”“You’ll start seeing babies everywhere.” Do these sound familiar? If you’ve asked your friends and family how they knew they were ready to have children, they might have given you one of these answers. ...
5 Things I’ve Learned From Using the BudgetingBlocks™

5 Things I’ve Learned From Using the BudgetingBlocks™

The idea for the BudgetingBlocks™ system came to me when clients of my financial planning firm were struggling with their budgeting system. Spreadsheets, envelopes, tracking apps; they tried it all. Then, one day, I thought “Why not give them something they can play...
How You Show Your Love With Money

How You Show Your Love With Money

As Valentine’s Day nears, it’s time to talk about one thing: money. Just kidding. We’ll get to that part in a bit. What we actually want to talk about is love. More specifically, what your “love language” is, how your behavior in a relationship ties into money values,...