These last few days have been an emotional rollercoaster. I am an optimistic, glass-half-full person by nature but this has left a cloud hanging over my head and a heaviness in my chest that I just can’t shake. I’d be lying to you if I said that I was okay, or that anyone in my […]

No, We Are Not Okay

SO, I did a thing y’all! I started a podcast! You have no idea how exciting this is to me, even though it is quite a bit off the “financial planning” path. I studied Comparative Literature in college, which is basically analyzing the literature, cinematography, and music of a particular time period or culture. My […]

Introducing my Podcast

2020 Goals So I’m going to depart a bit from my normal, money-focused content and talk a bit about my goals for this year. I already discussed how I’m getting a bit of a late start on my goals this year, so here I am posting this in mid-February and not caring one bit that […]

2020 Goals

Alright, y’all I’m about to get real on here. Why is it so hard to talk about money? Do you want to talk about money, but get weird looks from people anytime you bring it up and *gasp* mention a specific dollar amount? If you’ve been shamed for discussing money openly and freely, then this […]

Why is it so hard to talk about money?

I think a lot of us are operating on autopilot. We make life choices– big and small alike– based upon what our family expects, what society tells us is acceptable, and what “good, responsible” people do. Have you ever taken the time to question why you’re doing what you’re doing? Is it possible that you’re […]

What do you value anyway?

Alright, people, I’ve touched a bit on the importance of automating your finances. It’s one of the foundational principles of what I teach clients. Since it is so central to what I advise, I thought it warranted a longer, more in-depth post.  If you’ve been reading my blog for awhile, you know that I’m married […]

Why Automation is your BFF

It takes a crazy amount of dedication and commitment to become a CERTIFIED FINANCIAL PLANNER certificant, and even more if you want to own your firm. The amount of paperwork I produce is unreal, trust me. I do this because I love it and it is so unbelievably satisfying to see the look on my […]

What I Love About Being a Financial Planner

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