Mindset Shifts for Financial Success
What if I told you that your mindset could be the key to unlocking financial success? A mindset is a rooted belief system, and it shapes our view of the world. It’s like wearing a pair of colored glasses. Our mindset shapes our perceptions and reactions, which is why the formula of “believe, think, feel, do” is so true.
Quantifying the Value of a Financial Life Planner
The truth is that no one wants to spend money on something that they don’t value. Every year when I have to write a check for my property taxes I cringe, because I would rather be using these funds for an 8-week backpacking trip across Europe. #real
The truth is that partnering with a fee only financial life planner is not for everyone, but for some it can add extreme quantifiable value that is life changing. [Skip to the end for a real-life example.]
The Power of Adult Mentor Relationships: Why Having a Mentor and Being a Mentor Matters
Mentorship is not just a one-way street—it is a dynamic, mutually beneficial relationship that can have a profound impact on both the mentee and the mentor. Having a mentor can provide you with the guidance, confidence, and network you need to achieve success. On the other hand, being a mentor allows you to develop your leadership skills, contribute to someone else’s success, and leave a lasting legacy.
Fall Checklist
Finish the year strong with this end-of-year checklist. You may even find new inspiration along the way.
If you’re most, then you’re busy and stretched thin. You want to live the life you’ve always dreamed of, but you don’t have the capacity to invest a lot of time to make it happen.
What if someone did the heavy lifting for you?
Why You Need an Estate Plan
An estate plan is a crucial set of legal documents and directives that outline how you want your assets to be managed and distributed upon your death or incapacitation. Here are several key things an estate plan can do for you:
Navigating Stock Compensation
Navigating stock options can seem complex because there are multiple types and often new terminology. In this article we will explain the two types of equity compensation and provide clarity on the terminology often used
Setting Your Holiday Budget
When you create a spending plan and you stick to it, you win! You can enjoy the holidays with your friends and family knowing that you were able to provide meaningful and personalized gifts without your family suffering the consequences of overspending. You never know, you may start a new tradition of actually looking forward to the holiday season!
Tips & Tricks for Holiday Meal Planning
Find efficiency techniques for holiday meal planning. In this post I share the timeline that I use when planning for holiday celebrations to hopefully save you some time and thinking.
The Corporate (Rat) Race
Learn financial strategies to maximize your current resources and pursue of a more meaningful life. You can attain the unattainable as you combine the success of your present with the goals of your future.
Shepherding Smart Spenders
Learn how to encourage mindful spending habits in your kids. Teach them to be intentional about their decisions and to be wary of impulsive spending.
Rug Rat to Roommate: When your Adult Child Doesn’t Move Out
Tips to successfully live with adult children. Learn to navigate your expectations and encourage their independence without sacrificing your sanity or your relationship.
Donations to Dollars: There's an App for That!
Donating items to charity is easy, but tracking what is donated and the value of the items donated is not as easy. See our app recommendation to make the process as easy as possible.
Compensation is More than Cash
Helping your adult child navigate their employee benefits and conversation tips for why starting at a young age can put them ahead of their peers.
What Financial Planning and the Dentist Have in Common
Identifying and overcoming self-created barriers that impede your ability to reach your goals.