Documents You Need NOW Before You Die: A Comprehensive Guide

No one likes to think about death, but if it wasn’t for death, life wouldn’t be so exciting. It’s like winning… you don’t know how good it feels unless you’ve lost. Yes, everyone’s going to die… even you. And me. Handling these documents NOW puts you and your family at ease and ensures that your […]

Perfectionism: How It Can Sabotage Your Finances & Relationships

Perfectionism has worked in my favor for decades. I’ve stood out in corporations because I’ve strived to be better than the ‘average’ person. I’ve pushed myself constantly and have succeeded. My perfectionism has been the voice 🗣 that leads this success. “So what’s wrong with that?” you might ask.🤔 – The problem begins when that […]

The “I Deserve It” Trap: What’s Holding Many Millennials Back

“I deserve it.” It’s a simple statement that can carry a heavy cost. This idea hit me when I prospective client came to me drowning in over $20,000 of debt. The culprit was her persistent “I deserve it” mentality. The Cost of ‘Deserve’ A Chanel bag here, a BMW there, her wardrobe was packed with […]

7 Moves To Outsmart The Rat Race

We all dream of financial freedom, the ability to enjoy a comfortable life without the nagging worry of making sure our decisions around money are meeting their potential. But how do you transcend from daydreaming about wealth to actually building it? It may not be as complicated as you think. Here are seven unconventional strategies […]

5 Things You’ll Want To Do Before Becoming An Entrepreneur

Leaving the bittersweet comfort of the corporate world to start your own business can be thrilling yet terrifying. As someone who’s left corporate to start my own successful financial advisory firm, I can tell you it’s one of the scariest things I’ve done. I want to share 5 pieces of advice I wish someone had […]

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 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 […]