There are so many things going on in the world that we cannot control. How to have the wisdom to know what is within our control in relation to our finances.

Should I get a dog? Do I need pet insurance? Am I ready for the long-term commitment of pet ownership as well as the financial needs of my pet?

ASK MY ACCOUNTANT. I want to empower you with some questions that can help you have a better relationship with your accountant or tax provider and make sure you are getting the service you desire.

There are lot of factors to consider before you buy a home. Are your finances ready and are you emotionally ready to handle home ownership?

Personal finance is about more than just numbers. Mindset, emotions, motivation all play a part in our money journey.

What are some choices that you can control to move towards the future that you desire?

Having gratitude for the good things in your life can help shift your focus from negativity and also help you move towards abundance.

Forming new habits can be really hard. This book review about James Clear’s book Atomic Habits has a bunch of tips on how to form good new habits and replace old habits that no longer serve you.

Working together as a couple on your money can help propel you towards your goals faster. Having open and positive communication on a regular basis can help create a long-lasting, healthy and prosperous relationship.

There are so many things to consider when thinking about a move for a job or other reasons. If you are in the military, retiring, just want a change of scenery or have been transferred for work, relocation can be a big unknown thing.

Putting on your own oxygen mask first is not a selfish act. It is something that enables you to continue living. In your finances, making sure you are taken care of before giving money to others is an important act of self care.

Back-to-school shopping and finances have similarities that you may have never thought of.

Financial situations with family and friends can be awkward. Talking about things and being up front with them can really help smooth things over.

Scams are everywhere and your loved ones are at risk. Having a conversation about all of the different ways someone may try to take advantage of them financially is one way to protect them against losses.

By following the tips outlined here, you can save money on travel so you can travel more and see more of this beautiful world!

By following the tips outlined here, you can take control of your credit and pave the way for better financial opportunities. Remember, building good credit takes time and discipline, but the long-term benefits are well worth the effort. Start today and set yourself on the path to a stronger financial future. Reach out to me if you want help to better utilize your credit or help increasing your credit score.

Working with me is different for each client. A Discovery Session helps them find clarity and understanding of their situation and a plan to help reach their goals. Some want detailed, hand-on feedback each month to help make sure they are on the right path with their money. I help small business owners get their finances organized to help audit-proof and get ready for tax time.

Protecting your finances is important so you can have peace of mind and security about your money. Keep more of what you have by having a plan for your money, saving and investing wisely, keeping your information secure, and having proper insurance in place.

Money Mindset is described as how you think about money and influences how you save, how you spend, and how you manage your debt. It includes your core beliefs about money and your attitude towards it such as what you think you can and cannot do with money.

Starting new habits is always challenging. Starting small and building consistency over time will help you work towards your goals in a sustainable way.