Money and Relationships: How to Bring Up The Conversation

It’s no secret that money can be a major source of tension in relationships. In fact, studies show it’s a leading cause of divorce, even surpassing infidelity. But while the importance of financial communication is undeniable, knowing when to initiate that conversation can be tricky. Why Money Matters From day-to-day budgeting to long-term financial goals, […]

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. […]

Avoiding Divorce: The Money Mistakes That Could Cost Your Marriage

In my years of advising couples on their finances, I’ve identified key red flags that can harm your bank account and your relationship.  Here are the top 3: The first major no-no is hiding money and debt from your partner. This move screams mistrust and fear. When you’re in a committed relationship, transparency about finances […]

How to Easily Surround Yourself with Successful People

You’ve heard the saying, “You are the average of the 5 people you spend the most time with.”  I agree and as a financial advisor, I’ve seen some of my clients get dragged down financially by their family or friend circle and it ends up affecting their long term success. Yet despite this knowledge, they […]

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 […]

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 […]