Talking Money -
Need more context on a money topic that you’ve probably seen social media, an article, or even me talk about? Scroll through this library of money talk to get your means to build more.
The SAVE Plan Notification Is Coming. Here's What To Do Before It Lands In Your Inbox.
Your SAVE Plan notice is landing any week now — and you've got 90 days to pick a new repayment plan before the system picks one for you. Here's the snapshot to take, the call to make, and the plan for your next 90 days, no matter which repayment plan you end up on.
When Your Employees Can't Stop Thinking About Money, Your Business Feels It Too
Your employees are showing up to work — but half of them are doing debt math in their heads during your all-hands meeting. I led a financial wellness session for Patelco Credit Union members and what I saw in that room? The data doesn't lie. Here's what's really going on — and what companies need to stop ignoring.
How To Use Multiple Bank Accounts To Budget Smarter
Most folks run everything through one bank account — one band, one sound — but that might be the very thing keeping your money unorganized. In this post, I break down how to use multiple bank accounts to create a simple money system that actually makes sense. You’ll learn how to audit your wallet, separate your Essentials, Extras, and Enhancements, and set up the right accounts so your money has a job… and finally does what you need it to do.
Financial Planner vs. Advisor vs.Coach: What's The Difference?
Feeling lost in the world of financial planning? This article explains the key differences between planners, advisors, and coaches. Discover how you can get the benefits of all three for one flat fee, ditching the high costs of traditional services. Build your personalized financial roadmap towards a secure future!
What To Do With Your Tax Refund: Don't Just Get Back, Get Ahead!
You got your tax return, now what? This post will give you insight into how to move from just getting your refund to re-uping your finances with it! Mix the blowing with the building!
Laid Off? Here's What You Do
Layoffs used to be headlines and now they’ve become hidden within social media. Secure your financial future during a layoff. Discover how to assess your finances, create a budget, explore assistance options, and develop a long-term financial plan for stability.
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If any of these blog posts gave you a headstart on your financial journey, imagine what working with us would do. Let’s get started!

