My clients are terrific. They are all unique with their own special gifts and ways of looking at the world. I learn something from each of them. And yet, the way they feel when they first come to me is so incredibly heartbreaking….and unnecessary.It takes incredible courage to admit that their financial situation isn’t where… Continue reading How Fear Clouds Reality
Category: Money Behaviors
Help Loved Ones by Putting Money Self-care on Your List
Sometimes my clients move appointments further out this time of year. When the sun is shining, barbecues are scheduled, and summer camp is around the corner, life is a flurry of activity. There is hope and warmth and fun. Money has traditionally been last on their list, falling behind TV re-reruns and cleaning out the… Continue reading Help Loved Ones by Putting Money Self-care on Your List
Have You Done the CVS Money Run with Her?
Thanks to my colleague Tod for this title and question that prompted my thinking. Tod has been dating a woman for about a year, and his friends inquired whether Tod had “done the CVS run with her yet?” Tod sought clarification. Apparently, it is a wonder that a woman can spend $200 in CVS in… Continue reading Have You Done the CVS Money Run with Her?
Enough Money: A State of Mind or Fact?
People often use the phrase “If I could just make enough money life would be better”. It’s a myth for most of us other than those who spend every penny on food and rent to survive. Why? Because this is a money attitude, not a money fact. And money attitudes stay with us until we experience a life-changing… Continue reading Enough Money: A State of Mind or Fact?
Do You Have Successful Money-Life Balance?
Money-Life Balance means taking money off a pedestal, and putting your happiness on it. It means fulfilling your life, instead of pursuing the almighty dollar. It means spending enough to enjoy life today, and saving enough to enjoy life tomorrow. So, what does money life balance look like? Since it is different for each of us, how… Continue reading Do You Have Successful Money-Life Balance?
Divorce Series Part 4: Start 3 Months BEFORE You Start the Divorce Process
If you decide to initiate the divorce process, take the time to research all your finances thoroughly. Once your intent to divorce is verbalized, the emotional roller coaster begins. Hopefully it doesn’t include the hiding of assets or deceitful misrepresentation. Even if you don’t understand what you’re looking at, finding information can be very helpful… Continue reading Divorce Series Part 4: Start 3 Months BEFORE You Start the Divorce Process
Divorce Series Part 3: The 3 Biggest Financial Mistakes You Can Make
The list of potential financial mistakes made while divorcing can be extensive. It is an exhausting, emotional time for everyone. Every money decision is emotional to begin with, and this stress just adds to the mix. Divorce and finances can become complicated and dividing assets can be complex, which is why the finance industry CDFA © designation… Continue reading Divorce Series Part 3: The 3 Biggest Financial Mistakes You Can Make
Dishing on Couple’s Money with Mrs. & Mr. Tomato
Thanks to Cheryl and Stu Benton for willingly ‘baring all’ on their money beliefs, and how they found common ground as a couple. Here is their story. If you’ve ever talked with Cheryl, her intelligence is evident. She had the guts to build an ad agency which was purchased by a larger company, and then… Continue reading Dishing on Couple’s Money with Mrs. & Mr. Tomato
Cash in the High Stakes Moment
My husband commented that I should check my tires since one in particular seemed a little deflated. I never look at my tires -never thought to – unless of course one goes flat on the way to a really important meeting while I’m in my best suit. Then I’d notice. The mundane chore was fit… Continue reading Cash in the High Stakes Moment
Build Tiny Money Habits to Achieve Big Success
Professor B.J. Fogg has a fun approach to changing habits. He has a program called Tiny Habits, and the concept is a simple way to ease you into new money habits. This blog includes excerpts from an article on B.J. Fogg in Success.com. B.J. Fogg’s concept of Tiny Habits basically teaches you to break down your… Continue reading Build Tiny Money Habits to Achieve Big Success