Honest insights and practical strategies for building whole-life wealth
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How to Set Financial Goals That Actually Work
Every January, millions of people set financial resolutions. Pay off debt. Save more. Invest better. Build an emergency fund. And by February, most of those goals are abandoned. Research tells us that nearly 80% of resolutions are abandoned by February, and only 9% of people who make New Year’s resolutions successfully keep them throughout the year. When it comes to financial goals specifically, behavioral psychology research shows that the way we frame our goals, not just our willpower, determines whether we’ll actually achieve them. The problem isn’t that we set goals. It’s that we set the wrong kind of goals….
FEATURED POSTS
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How to Set Financial Goals That Actually Work
Every January, millions of people set financial resolutions. Pay off debt. Save more. Invest better. Build an emergency fund. And by February, most of those goals are abandoned. Research tells us that nearly 80% of…
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The Complete Financial Planning Guide for Women: 9 Steps to Whole-Life Wealth
A complete financial planning guide for women: 9 proven steps to build wealth, align money with values, and achieve lasting financial confidence.
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7 Smart Open Enrollment Strategies to Maximize Your Benefits (and Your Savings)
If you’re like most of my clients, that annual open enrollment email from HR lands in your inbox with a mix of dread and confusion. Between comparing plan options, deciphering insurance jargon, and making decisions…
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How to Set Financial Goals That Actually Work
Every January, millions of people set financial resolutions. Pay off debt. Save more. Invest better. Build an emergency fund. And by February, most of those goals are abandoned. Research tells us that nearly 80% of…
-
The Complete Financial Planning Guide for Women: 9 Steps to Whole-Life Wealth
A complete financial planning guide for women: 9 proven steps to build wealth, align money with values, and achieve lasting financial confidence.
-
7 Smart Open Enrollment Strategies to Maximize Your Benefits (and Your Savings)
If you’re like most of my clients, that annual open enrollment email from HR lands in your inbox with a mix of dread and confusion. Between comparing plan options, deciphering insurance jargon, and making decisions…
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How to Create Optionality in Your Life
Stress has a way of convincing us that it’s permanent. When you’re juggling a demanding career, caring for children or aging parents, and running a household, the responsibilities feel endless. The pressure builds and you…
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Should I Hire My Child in My Business?
Should I hire my child in business? Learn IRS rules, tax benefits, and how this strategy builds generational wealth with Roth IRAs and 529 rollovers.
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Risk Tolerance for Women: Beyond Traditional Investment Questionnaires
Risk tolerance for women isn’t just about market volatility. It’s about how financial uncertainty affects your sleep, relationships, and daily peace of mind. For women over 40, traditional risk assessment questionnaires miss the nuanced realities…
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Financial Planning for Women: The Truth About Default Money Roles in Relationships
If you’re reading this, chances are you’re carrying more than just financial responsibilities in your household. You might be managing investments while also being the family’s appointment coordinator, emotional support system, and future planning strategist….
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5 Simple Steps To Change Your Money Mindset
Change and control go hand in hand. Some changes fall easily into your scope of control, whereas others remain just outside it. You can’t control the weather no matter how much you wish that sunny…
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What Makes Your Financial Goals SMART?
It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving mode without even thinking. Say someone is renovating an old house and decides their first step is to paint…
