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...
What Do You Value?

What Do You Value?

A friend of mine had bought into the idea that to truly live her dream life she needed to be an entrepreneur. After talking with her, she filled out the values exercise I use with my clients. She put her top five values on her refrigerator and looked at them every...
Educating Yourself on Saving For College

Educating Yourself on Saving For College

It’s never too early to think about college savings for your children. Helping pay for college is a valuable gift: being able to graduate college with no or minimal student loans can be a huge advantage for starting life off on the right foot. Begin by considering how...
Short-term, Long-term and On-going; Goal Planning for Pros

Short-term, Long-term and On-going; Goal Planning for Pros

A goal is a clearly defined personal objective, something you want to achieve in a specific time period. What you may not realize is that there are different types of goals. Just as you wouldn’t train for a sprint the same way you would train for a marathon, different...