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Year-end look back – start next year on the right foot.

Year-end look back – start next year on the right foot.

At the end of each year, we need to look back and forward. We need to look back to understand what worked and what didn’t, while we need to look forward to understand what we can do differently for next year. The goal isn’t to beat ourselves up for the past year but to understand the progress we made (or didn’t) to know what to change.

Why I became a Financial Planner

Why I became a Financial Planner

My path to becoming a CERTIFIED FINANCIAL PLANNER™ may be different than most.  I was raised in a family that could barely make ends meet (we were broke).  I have made more mistakes with money than most.  My background isn’t in finance, it is in Adult Learning and...

Money Management System

Money Management System

The Money Management system can help you to automate your budget by focusing on Musts, Shoulds, Coulds, and Won’ts.

Forced Budgeting

Forced Budgeting

Budgeting can be hard. It requires ‘won’t-power’.  There are lots of things we will buy, but it is the things we won’t buy that matter.  It may be that the best way to give yourself some won’t power is to force yourself...

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