Category Archives: Psychology of Money

You Can’t Move Forward until You Do This

Posted on January 5, 2020 by

Sing it with me, you can pick from the Disney movie Frozen, “Let it Go” or The Beatles’ freeing tune, “Let it Be.” You see, as a financial planner and confidant, I’ve met so many people who very much want … Continue reading →

Posted in Budgeting, Goals, Living the life of your dreams, Personal Finance with a twist, Psychology of Money, Saving, Tackling debt | Tagged , , | 3 Comments

Hate Budgeting? Steps 9-12 Solidify A New, Joyful Path

Posted on September 3, 2019 by

The I HATE Budgeting (But I Like Having Money) wrapped up the 12-Step program, learning the final 4 steps to changing their relationship with money from (even mildly) dysfunctional to hopeful, intentional and – dare I say – joyful. While … Continue reading →

Posted in Budgeting, Faith & Finances, Living the life of your dreams, Personal Finance with a twist, Psychology of Money, Tackling debt | Tagged , | Leave a comment

Hate Budgeting? Take Step 2: Acknowledge a Higher Power & Ask for Help

Posted on October 18, 2018 by

Over this past summer I decided that the I HATE Budgeting (But I Like Having Money) support group would use the 12 steps used by other support groups. The 12 steps were designed for those struggling with addiction. In applying … Continue reading →

Posted in Budgeting, Faith & Finances, Goals, Money & Spirituality, Personal Finance with a twist, Psychology of Money, Saving, Tackling debt | Tagged , , , | 1 Comment

Did You Get a Flat Tire on the Road to Financial Wellness?

Posted on September 19, 2018 by

I met with a client the other day who was simply trying to pull up his most recent 401(k) statement for me to review and, forgetting his password, got sucked into Log-In-Reset- Password-Hell. I have another client who was supposed … Continue reading →

Posted in Personal Finance with a twist, Psychology of Money | Tagged | 4 Comments

104 Ways to Feel Better About Your Financial Situation

Posted on May 25, 2018 by

In a nod to a wonderful post titled 101 Ways to Feel Better About Your Recent Weight Gain I am offering my 104 ways to feel better about your finances. This too shall pass. Even if it takes a long time, … Continue reading →

Posted in Goals, Living the life of your dreams, Personal Finance with a twist, Psychology of Money, Saving, Tackling debt | Leave a comment

Creating & Maintaining Healthy Financial Boundaries

Posted on February 22, 2018 by

“You have to try tough love.” “Don’t be an enabler.” “I’m scared he won’t survive without my help.” “We’re all doing the best we can.” “We can’t afford that!“ “The heart has its reasons which reason knows nothing of.” ~ … Continue reading →

Posted in Budgeting, Goals, Money in relationships, Personal Finance with a twist, Psychology of Money | Tagged , , | 1 Comment

How Women Navigate The Belief That “Money Means Security”

Posted on January 6, 2018 by

“Our beliefs are the invisible ingredients in all our activities.” ~Wayne Dyer I have a few women business friends who gather monthly to discuss goals, struggles and achievements. We serve as each other’s cheerleaders, coaches, and/or accountability partners. Two of … Continue reading →

Posted in Personal Finance with a twist, Psychology of Money | Tagged , , , , | Leave a comment