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Carl Richards is a Financial Planner in Utah and is also known as Sketch Guy, a regular contributor in Business Day.  His February 2015 article Rethinking Money, Not as Good or Bad but as a Tool in Business Day really caught my eye.  The reason? He changed his way of thinking about money. And he’s hit the… Continue reading Do You Use Money or Does It Use You?

My colleague, Stacey Francis is CEO & President of Francis Financial.  She is also Founder of Savvy Ladies, a non-profit organization that spreads free financial information to women.  As with many of us who are in the money business, we have stories that drove us here.  These stories are personal and emotional. Here is Stacey’s: This video is… Continue reading Do You Trade Happiness for Money? Maybe a Little?

We’re going on vacation. Let’s pack.  > Where you ask? Why does it matter?  Oh I see.  You want to know what to pack.  Well, it’s very warm there…. > Hotel or Tent? Hiking or Pool side?  Um, a wonderful hotel with sports and a pool. Why?  You’ll bring your pretty sandals and dinner dresses… Continue reading Do You Plan your Money like You Plan a Vacation?

A Certified Divorce Financial Analyst (CDFA©) is an industry designated financial expert on helping divorcing couples understand how the financial decisions they make could impact their future. A CDFA is part of the divorce team. Think of the lawyer as the strategist – they are experts on the law and hired to represent your overall interest… Continue reading Divorce Series Part 2: How Can a Certified Divorce Financial Analyst Help You?

In order to be the best Money Coach possible to my clients, a well-rounded understanding of all milestones you might face is crucial. I’m pleased to say I’m now a Certified Divorce Financial Analyst and I am going to share some of the basics to help you start on the right foot if you are… Continue reading Divorce Series Part 1: Choosing the Style that Fits You

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

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

It took the Lululemon sales consultant AND my husband to talk me out of a money behavior that was so very hard for me to resist. And I sought their help to do it. Our money beliefs can be pretty hard-wired.  Whether we are a spender or a saver; we value status or find money… Continue reading Behavior Change at Lululemon – Just in Time

Understanding how you think about money can help you identify your behaviors in real time…and change them on-the-spot.  If you believe you can change your own spending habits, then this video may be powerful enough to get you there.  Are you a Rainy Day Saver? If so, you’ve got some great behaviors..and some that could get… Continue reading Are You a Rainy Day Saver? This Video Will Tell You

Meet Allan Liwanag, Twitter handle @PracticalSaver living in the state of Maryland. Allan has graciously allowed me to interview him about his money beliefs and behaviors.  Allan is an avid saver but he didn’t come by it naturally. Here is his story. Allan is a husband and father of one child. He and his wife are committed… Continue reading Are We Too Spoiled to Save Money?