Financial Planning Insights and Money Mindset Resources
Browse practical financial planning articles and monthly newsletters that combine strategy and psychology to help you make clearer, more confident decisions with your money.
Most people don't know what working with an advice-only financial planner actually looks like.
They assume it's spreadsheets, investment recommendations, and maybe a few charts about retirement.
And yes, those things are part of it.
But if you've never worked with one before, the real experience ...
A quiet look at what this time of year really brings up
There is a certain feeling that shows up this time of year.
For some, it is a quiet dread in the background.
For others, it is a bit of anticipation.
Taxes have a way of doing that.
Not because of the paperwork, but because of what they re...
Most people who ask me this question have a follow-up they don't say out loud.
Am I behind? Am I doing the right things? Should I be doing something different?
And underneath all of that, often the quietest question of all: What am I even supposed to want?
Somewhere along the way, most of us were...
As the snow begins to melt and the first hints of spring emerge, there is often a natural urge to "clean house" - not just our physical spaces, but our mental and financial ones too. March is a season of awakening, but it can also bring a sense of restlessness. You might feel the itch to make a big ...
February has a way of putting love everywhere. Cards, flowers, heart shaped chocolates, and the annual reminder that connection matters. But love is not only about romance. It is also about how we care for ourselves, how we show up for our future, and how we speak to ourselves when things feel mes...
I find that January arrives with a lot of noise.
New goals. Fresh starts. Big expectations.ย And often, a quiet pressure to feel more motivated, more organized, or more confident about money than you actually do.
If January feels heavy instead of inspiring, you are not alone. This is exactly why I ...
December always carries a mix of joy, chaos, and reflection. Weโre spending more, socializing more, and often feeling a swirl of money emotions, everything from excitement to guilt to a little shame. Before we rush into 2026 with fresh goals and intentions, Iโd love to invite you to pause and look b...