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.
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.
Start your journey
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!

