What Is A Money Mindset Coach?

Imagine winning $2.5 million dollars and within 5 years going bankrupt…. Don’t think it could happen to you? Think again. One out of three lottery winners go bankrupt. This scenario often stems from more than just reckless spending; it’s deeply rooted in your approach to money. Here’s where the crucial role of a Money Mindset […]

How This Resolution Could Transform Your Career in 2024

As you step into a new year, you might be reflecting on your career and the role it plays in your life. Did you know that over 60% of our day is often spent engaged in work-related activities? This profound investment of time means that, inevitably, your career becomes intertwined with your identity. But there’s […]

Aligning Financial Goals With Your Partner

Navigating the Money Talk with Your Partner: Start Small, Dream Big Let’s be real, money is not the first thing that comes to mind when bringing up issues in your relationships-at least until money becomes a problem. But it’s also why money is a deeply neglected issue and a top reason for divorce.  Money talk […]

Don’t Say These 3 Things To Your Kids About Money

Many parents wonder when and how to begin teaching their children about money, but what they don’t realize is that they’re already teaching their kids every day with their own actions and words.  Everything a parent says, does and feels about money is taught to your child on a subconscious level. I typically coach parents […]

3 Ways You’re Sabotaging Your Wealth – And How to Stop

Today, I want to tackle a critical topic that I see far too often: self-sabotage in our financial lives. Yes, it’s a thing, and it’s more common than you might think. I’m going to break down the top three ways people unknowingly sabotage their wealth…  “I don’t have time” This is just procrastination in disguise. […]

Why Latino Millennials Face This Damaging Wealth Block

In total, according to research from AARP Public Policy Institute, nearly 7 million — or about 17% — of family caregivers in the U.S. are Hispanic-Latino. Everyone wants to be able to afford taking care of their parents. In the latino community especially, it’s pretty much a cultural value ingrained in our heritage. As our […]

Do I Need a Power of Attorney for My Parents? – Here’s What You Should Know

As our parents age, we are often faced with unexpected new responsibilities we hadn’t planned for. This often includes making pivotal decisions about health care, living arrangements, and financial management for our elderly parents. If you add this to our already overwhelming current responsibilities, especially if you have kids of your own to take care […]

Why You’re Earning Money And Still Feel Broke

Ever wonder how you’re making money, yet your bank account feels as empty as a library on a Sunday? Well, you’re not alone in this money mystery. As a financial advisor, I have clients that come to me with this exact question. Lifestyle Creep Here’s the deal: When it comes to money, there’s only 3 […]

Unraveling Your Money Story: Discover How It Can Shape Your Wealth

Your money story consists of various experiences in your past that have programmed certain beliefs into your mind. These beliefs can be around money, yourself, or the world and they continue to play out into your adult life. Your money story seeps into different areas of life like your relationships, career, and health because at […]