We’ve come to the final installment of our Money Mindset Series. Over the past few months, we've explored how to break free from scarcity thinking, boost your money confidence and self-worth, and conquer the fears that keep you stuck. Today, we're pulling it all...
Money Mindset Part 3: Overcoming Fear and Taking Action
Hello again! We’re continuing our series on Money Mindset and how your attitude and thoughts about money shape your experiences and your financial reality. We’ve explored the topics of scarcity and abundance, as well as building confidence and self-worth. Today...
Money Mindset Part 2: Building Money Confidence & Self-Worth
Did you know that only 19% of women feel ‘very confident’ making financial decisions? (according to a recent survey). Do YOU feel very confident making financial decisions? Honestly, I don’t think ANYONE does; there are too many variables out there. BUT, there are...
Money Mindset: Breaking the Cycle of Scarcity
Welcome to the first post in my new series on Money Mindset! Over the next several posts, we’ll explore how your beliefs about money shape your financial reality—possibly more than you think! The Numbers Tell the Story Did you know that nearly 70% of women...
Financial Planning for Life’s Rainy Days
We’ve all been there—suddenly hit with an unexpected expense that leaves us feeling financially vulnerable. Whether it’s a surprise medical bill, car repair, or home maintenance issue, these moments can leave you scrambling for a solution, all while feeling that...
Planting the Seeds of Wealth This Spring
Hey there, friend! Grab a cup of tea and let's chat about something exciting - planting the seeds of wealth this spring. Just like gardens, wealth grows with care. It takes time, patience, and regular tending to blossom into something beautiful. But you don’t have...
Should You Hire a Financial Planner or Ask AI?
With the rapid popularity of AI tools, I’ve seen the whole spectrum of reactions from friends and clients: fascinated, excited, hopeful, fearful, terrified, elated - you name it. Personally, I think the most helpful approach while we are still in the mid-to-early...
How to Love Your Finances: The Art of the Money Date
February is right around the corner, so what better time to talk about the concept of a “money date”? A money date is just like it sounds: time to shut out the rest of the world and focus on just you and your money for a little while. Think of it as you and your...
How Financial Planning is Like Building IKEA Furniture
I recently tackled the project of building an IKEA dresser all by myself. Yes, I know. Possibly brave; possibly foolish, especially since I am not in any way mechanically inclined. (I do own a hammer and several screwdrivers, however, so I’m not completely helpless.) ...
Prepare for 2025: Three Significant Shifts in Retirement Savings Plans
Although it was passed back in 2022, SECURE ACT 2.0 will create some big changes for retirement plans in 2025. Pretty much all of these changes are positive, but they could take a little legwork on your part to take advantage of them, so here’s what you need to know! ...
Navigating Election Season: A Financial Transitionist’s Perspective
As we find ourselves in the midst of another election season, it's natural to feel a mix of emotions and concerns about the future. As a Certified Financial Transitionist, I'd like to offer a unique perspective on how to approach this period of potential change. ...
Car Payment or Roth IRA Payment?
I wanted to share a financial insight I had recently while helping a client. We observed that her car payment was over $500/month. That’s a significant amount, for any budget. So I looked it up. According to 2024 Experian data, the average car payment for a new car...


