How to Prep for Your First Meeting with a Financial Advisor

How to Prep for Your First Meeting with a Financial Advisor

When you’re trying to plan for the future and make sure you’re choosing the right financial path for yourself and/or your family, you may want some expert help. And while there are a number of financial services available to you, a financial advisor may be the best...
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. ...
How to Think Bigger About Your Money

How to Think Bigger About Your Money

“I worry about every little penny.” “I am aware of every bill I pay.” “I can’t really think long-term right now, when every day I need to really think about how to get by now.” Sound familiar? It’s common and totally understandable to get caught up in the small...
The Power of Yet on Your Personal Finances

The Power of Yet on Your Personal Finances

Do you think you’re bad with money? When it comes to budgeting, investing, or saving, do you feel like you’ll “never get it right” or “never understand any of it completely”? Nobody wants to be bad with money; everyone wants to have a successful financial plan. So,...
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...