Contact   |   FAQs   |   Subscribe   |   Follow:      |   
Decluttering Your Financial Home

Decluttering Your Financial Home

We all have tasks that we delay, put off, or avoid. Raise your hand if medical claims or merchandise returns hang around haunting you?! (My hand is way up in the air!) Thinking of these things as financial clutter was a revelation for me. To say that I dislike clutter...
Transforming the Financial Feels with Data

Transforming the Financial Feels with Data

“Wow, I feel so much better after looking at this.” “I was really nervous coming into this convo, but this was so helpful.” “I can’t believe that I was so afraid and in 20 minutes I feel like it’s a whole new world!” These quotes...
Decluttering Your Financial Home

Busistance

People often tell me they’re too busy to work on their finances. After telling me this, they explain why. The details of their busy lives are always different, but I find that the underlying cause is the same—and it’s not actually about being too busy. I’ve...
Transforming the Financial Feels with Data

Couples Conversations: To Merge or Not to Merge

Many couples ask me to prescribe the best solution for their finances when they are starting to cohabitate or are getting married. They want to “get it right” and are hoping to learn a winning strategy. And couples that have had a plan in place for many years often...
Invest in the Life You Want

Invest in the Life You Want

The title of this piece sounds like a typical investing blog lead in. You might expect to read about personal strategies for accumulation, earnings, and growth. But that’s not what this is about! As a matter of fact, I believe that leaving all that to the experts is...