Dating & Money: Is She A Gold Digger Or Just A Woman? 

Let’s cut to the chase and dive into why mastering your finances could be the KEY to finding love. You might be thinking this is ‘gold digger mentality’ but hear me out for a minute. As a financial advisor, I’ve worked with both women and men for decades. I hear both sides of the story […]

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 […]

Does Your Inner Child Control Your Spending?

Ever tried budgeting your money and you start off pretty strong but then, somehow, you end up failing miserably? Maybe it was that inner voice that would say “I deserve it, I work hard!” and talked you into buying those shoes you didn’t really need. Or maybe it was that desire to finally get 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 […]

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 […]