What does Financial Freedom mean to YOU?

What does financial freedom mean to you?  When I ask my clients what financial freedom means to them, most respond by saying they want to be comfortable and free from worry. Do you agree? What else would you add? Maybe you would add a desire to not feel weighed down … Continue reading

Where do we go from here?

What do we do now?      Amid this crisis, we are all wondering how to cope with the changes that have accompanied it. Change is never easy. It is made harder when they are forced upon you. Every day I hear from people who have lost their jobs and from parents … Continue reading

10 Steps To Carve Out Self-Care Every Day

Reconnect with Your Spirituality

Spring is a time of renewal.  Not only for the earth but for our spirit as well. I feel elated when I see sprouts of crocus and daffodil pop up from the cold, dark earth.  It reminds me that the hidden bulbs are still living and breathing beneath the surface … Continue reading

I am the project!

“I like having a project to work on…” “I can’t shut my mind off…” “Finally! It’s done!” “I need a new project.”   Have you met someone like this?  Is that someone you? Do you love to help friends and family members, but sometimes a small act of help becomes … Continue reading

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