Before I started my own business in 2012, I worked for years in the financial services industry for wealthy families and family offices. I got to see on a daily basis exactly what it meant to take control of your life financially. From a money perspective, my clients were able to do what they wanted. The vast majority had their… Read More

Do You Have A Family Emergency Plan? We have seen and heard about a lot of natural and man-made disasters recently. Hurricanes Harvey, Maria, Florence, and the California wildfires, just to name a few.  Some of them were on the news, while others may have hit a little closer to home. For us, that was Hurricane Sandy.  If you haven’t… Read More

Money may be tight and you might not be able to find flex in your budget to add a lot of new things to your life. But that doesn’t mean you should neglect yourself. Believe it or not, self-care doesn’t have to cost anything. There are plenty of things you can do without spending a dime or by taking advantage… Read More

We hear a lot about the benefits of positive thinking, but rarely do we hear about the danger of negative thinking. And, there is danger in negative thinking. It is negativity that has brought on the lack of opportunities, the ruin of relationships, and the loss of jobs. Negative thinking results in negative actions. It is true that what you… Read More

Now that you’ve broken your big scary goal down into manageable chunks (see last week’s post here to see what you missed), it’s time to put together a plan of action for getting things done on a daily basis. You wouldn’t set out on a journey without a plan. Likely, you would do research, make a list of what you… Read More