Your money personality has this question for you

Whenever I teach a seminar on money, invariably I ask the audience, “What is the point of having money?” Answers start flying and I throw them on a whiteboard. “Retirement, vacations, money for my kid’s college, pay my mortgage, to have fun, to not be stressed about money, charitable giving, to pay the bills, new … Continue reading Your money personality has this question for you

Six positive money actions you can make during this strange Covid time

We are all feeling the effect of not going out, waiting for the Coronavirus to lessen its hold on our society. But my work has continued, as my clients (who I now see online) continue to work on their relationship to money. Some have reduced incomes, some are struggling with increased online spending, and others … Continue reading Six positive money actions you can make during this strange Covid time

How to tame the fear of saving for retirement – a pep talk

I work with clients on how to tame financial anxiety. I teach them the practical skills needed to manage their cash flow as well as help them explore their emotions around money.  This work propels them into a balanced lifestyle- where they spend within their means and feel good about it.  Fearing the future But … Continue reading How to tame the fear of saving for retirement – a pep talk

Do you need a financial planner or a money coach?

A common question I get is “what is the difference between a financial planner and a money coach?”  One way to think of it is that financial planners primarily focus on the future and a person’s larger asset picture (long term savings and investments). They try to help people save/invest enough to retire and reach … Continue reading Do you need a financial planner or a money coach?