How's Your Money Karma

How’s Your Money Karma?

Do you feel like you have a black cloud following you around when it comes to your finances? How’s your money karma? You’re trying to do the right things with your money, but something always throws you off that you have no control over, like a flat tire or an unexpected medical bill. I experienced this in my business several …

3 Ways to Add Emotional Money Coaching

3 Ways to Add Emotional Money Coaching Services

The financial services industry is changing for the better, adding holistic measures to help clients become and stay financial healthy. You’re convinced your firm needs to add emotional money coaching services. You want to assist clients who are going through emotional life changes and provide tools to turn mediocre investors into superstars. But what’s the best way to do that? …

The Cost of Doing Nothing

Occasionally, I have a potential client tell me they can’t afford the investment to hire me for financial coaching. Keep in mind, these are folks who have $100k+ incomes. But they can’t come up with a few hundred dollars a month to completely revolutionize their financial future? Now maybe it’s an excuse because they don’t think I’m the right money …

Emotional Money Coach

Why Your Firm Needs an Emotional Money Coach

You might be wondering why your financial firm needs an emotional money coach (or what that even means.) As an advisor, you’re passionate about growing your clients’ wealth so they’re comfortable in retirement. They’re not worried about running out of money and able to enjoy their golden years. Some of your clients get it. They max out their contributions and …

Your Questions About Financial Coaching Answered

Your Questions about Financial Coaching Answered

My clients have lots of questions about financial coaching before they hire me. You might too, if you’re thinking you need help to get your finances in order. And that’s a smart idea! Before you hire me, or any other financial coach, you should make sure you get ALL of your questions answered. Here’s the most common questions that I …

Push Beyond Your Money Comfort Zone

Whether we know it or not, we all have a comfort zone when it comes to personal finances. We’re used to a certain amount of income and a certain balance in our savings account or 401k. If you have a sudden positive change in your money, it can be a shock because it pushes you outside of your money comfort …

Giving is Good for You, hand putting money in a donation jar

Giving is Good for You

Giving is good for you, which is why we shouldn’t just reserve it for the holidays. With Thanksgiving just behind us and Christmas on the horizon, many of us having charitable giving on our minds. We’re writing out our holiday gift lists, shopping for others, sponsoring kids for Christmas, and making year end donations. But did you know that giving is …