My Mission

     I became a Certified Financial Planner because I wanted to help clients beyond just their investments. I received additional education in the areas of general financial planning, retirement planning, estate planning, insurance, investments, and taxes, but for years after completing my CFP Certification, I still felt like I … Continue reading

Mindset vs Budgets

I don’t create budgets.  Not a day goes by that I don’t get asked to create a budget for a client, and my response is the same every time.  Budgets are helpful, but they are not often adhered to. Whether it be unexpected expenses that arise or we find ways … Continue reading

The Many Reasons I Dread Bedtime

     I hate bedtime.  There, I said it.  I hate it. It used to be easier!  I’m not talking about when my girls were confined to a crib either.  I’m talking about those nights when my girls were small and they would fall asleep as we were reading bedtime stories.  Then … Continue reading

Taking my own Advice about mindset

     Yesterday was a tough day.       I spoke to a person who gave me a pretty harsh opinion about my brand and my business. This person believes I am confused about what I really want to do for my clients.  This constructive criticism was frustrating. I firmly believe and … Continue reading

An Expensive Journey to Finding my Self Confidence

As I reflect on my life so far, I can identify how my self-confidence has ebbed and flowed.  Looking back I can say that I had a healthy amount of self-confidence in high school.  I performed in musical theatre and was a good student.  However, when I went away to … Continue reading

Why Moms Need a Hobby

Ask yourself, do you have a hobby? Not just something you do once in a while, but something you really can’t live without? Something that elevates your mood and helps you forget about the rest of the world? If you are a mom, the answer is probably no. The additional … Continue reading

The Warning Signs of Postpartum Depression

Many women suffer from postpartum depression far longer than they need to. As I reflect on my experience in motherhood, I wonder why this continues to happen. The conversations about postpartum depression, anxiety and all the other emotions that come along with motherhood have been mainstream for several years now, … Continue reading

It’s OK to Want to Get Away!

Being self-employed has its challenges, but one thing that makes it worthwhile is being able to set my own schedule. I am thankful to have that freedom because I was able to stay home with my daughters during their entire Christmas break last year. Unfortunately my husband still had to work, so … Continue reading

My First Blog Post

Over the last decade, I have experienced more change in my life than I have at any other point in time. I have gotten married, started a business and had 2 children. Individually, those events can dramatically change a person’s life. When all three are combined, you find yourself on … Continue reading