Let me paint a picture for you. A woman wakes up early on Saturday morning, brews some coffee and powers up her laptop. She sits down at the kitchen table and pulls up her bank and investment accounts. She has been diligently putting some money away with every paycheck and should feel proud and confident […]
I don’t mean to get all preachy on you guys, but I am definitely calling these our “4 Commandments.” Anyone who knows me knows that I’m not a massive “rule” person, but there are some truths and systems that are undeniably effective. Below are the key tenets of what I teach clients. I’ve refined them […]
I’ve been on a mindfulness journey with my coach, Erika Cramer for the last 3 months. It’s been amazing and has taught me so much about living in the present and operating from a place of extreme gratitude in every aspect of life. I’ve always been a pretty grateful person, but the everyday stressors of […]
This post is for my brand new, Foreign Service Officers out there! I know there are so many things on your mind right now like bidding on your first tour and figuring out what the 3,000 acronyms you encounter on a daily basis mean(FSI, LNA, PCS, R&R, FSRS, etc.), so I figured I’d do my […]
I’ve been thinking a lot about money beliefs lately. Mostly around what I think is a “realistic” goal, what I can achieve and appreciate how far I’ve come in life compared to my family. Money management is a huge part of that, as I have achieved a level of financial stability that I used to […]
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 […]
So you’re considering hiring me as your financial planner, but you’ve never had a financial advisor before. Well, here’s a bit of a behind the scenes sneak peek of what the process entails, and what it’s like to have yours truly as your financial BFF. Step 1: Introductory Phone Call You would schedule an introductory […]
This is a big, heavy topic here guys but one that I think is super necessary to put out there- shame and money. I lived for years feeling shame regarding my finances. I felt ashamed that I didn’t have “enough,” that I didn’t make “enough,” that my parents didn’t have lots of money, that I […]
