Tracking: Burn the Receipts

winter scene at sunset or sunrise with animal tracks as a metaphor for tracking spending

Tracking: Burn the Receipts How to Track Spending:  Why it’s ok to get rid of that big pile of receipts. Approximate read time: 7 minutes How many times have you tried to track your spending?  Here’s some common responses I get when I ask my clients that question: “My bank keeps track of that for […]

“You Just Give People Budgets, Right?”

Image of a dirt path in a vibrant green forest. Do you struggle with managing your budgets? Learn how financial coaching services in California, New York, Texas, or anywhere else in the United States can help you budget and create stability!

“You Just Give People Budgets, Right?” Let’s talk about how to make a budget built by you, FOR you. Approximate read time: 8 minutes You could google “how to make a budget” right now and you’d probably come up with 100s of options. Some will be free, some will be subscription-based, but none of them […]

When Not to Give Money to Family

when to not give money to family image shows a small family that has hiked to the top of a rocky outcrop

When Not to Give Money to Family We are often motivated to lend or give our family members money for some truly beautiful reasons. We want to care for our family members no matter their age, and we want them to know we care for them.  Let’s talk about five times you should not give […]

The Future of Financial Literacy

bridge across creek future of financial literacy

The Future of Financial Literacy For generations we’ve heard the same bits of financial wisdom, and we’ve all faithfully passed down this wisdom, reinforcing it each time we regurgitate it.  But it’s finally time for a revolution.  The future of financial literacy looks nothing like the past. Approximate read time: 4 minutes To be successful, […]

How to Stay Motivated While Building Savings

quiet path along a reservoir metaphor for having money in savings

How to Stay Motivated While Building Savings Regardless of your income, it can be difficult to build savings Here are my top suggestions for staying motivated while building savings. Approximate read time: 4 minutes Just expecting yourself to automatically build savings is not enough “Just save money” sounds like an incredibly do-able strategy for savings, […]

How Do I Get My Spouse To Go To Couple’s Financial Coaching?

Image of a young couple hiking along forest trail. If you and your partner struggle to manage money together, learn how a financial coach for couples in California.

How Do I Get My Spouse To Go To Couple’s Financial Coaching? Getting Your Spouse to Meet With a Financial Coach For Couples is No Small Feat It doesn’t matter if you’re still dating or have been together for decades, if even the thought of getting your spouse to get financial coaching with you fills you with […]

What is financial infidelity?

A washed out road as a metaphor for how financial infidelity undermines connection and communication

What is financial infidelity? Approximate read time: 4 minutes In a 2015 article, CNBC reported that 72 million Americans were hiding money from their spouses.  While I’m not at all surprised, I’m sure by now the number is quite a bit higher. Financial infidelity simply means when you or your partner is hiding something about finances.  This […]

Signs of Financial Abuse

an isolated person on a lonely forest path as a metaphor for financial abuse

Signs of Financial Abuse Approximate read time:  7 minutes What are some signs of financial abuse? The very first time I meet with a couple, or a person considering or in the process of leaving a relationship I’m looking for signs of financial abuse.  Why do I care?  Because financial abuse can be a predictor […]

The Myths and Realities of Financial Independence

Rocky mountain path the myths and realities of financial independence

The Myths and Realities of Financial Independence Approximate read time: 9 minutes At its core, financial independence is simply having enough money saved or as passive income to cover your living expenses for the rest of your life. It means you (and anyone you support) are not reliant on a job or anything else for […]