Category Archives: Faith & Finances

Can Financial Planning Keep You From Sinning?

“She’s really writing that? Who does she think she is?!” I am a financial planner who is trying to make the world a better place, that’s who I am. And for the world to be a better place, we all … Continue reading

Posted in Charitable giving, Faith & Finances, Living the life of your dreams, Marriage and Money, Money & Spirituality, Money in relationships, Personal Finance with a twist | Tagged , , , , , , , | Leave a comment

What a Personal Financial Policy is & How it Makes Your Life Better

Most of economic theory is based on the assumption that we make rational, logical, and beneficial financial decisions. Ha! Most of us make purely emotional (or “socially informed”) decisions about money most of the time, some of which may be … Continue reading

Posted in Budgeting, Charitable giving, College, Faith & Finances, Goals, Insurance, Investing, Living the life of your dreams, Marriage and Money, Money & Spirituality, Money in relationships, Personal Finance with a twist, Psychology of Money, Retirement, Saving, Tackling debt | Tagged , , | 4 Comments

Faith and Finances: How to Budget With Spirit

I have a small booklet called the “Confidential Financial Discovery” that clients complete in order for me to advise them about their finances. There’s one question that looks like this: What do you think about money, in general?______________________________ Many reply, … Continue reading

Posted in Faith & Finances, Money & Spirituality, Personal Finance with a twist | Tagged , , , , | 2 Comments