What’s Your Money Script?
How do you make decisions about money? Your choices don’t come out of thin air They come from internal beliefs and the “scripts” you are following.
Financial Planning
Why You Should Choose a Human Over a Robo Advisor
You may think that you can win at investing just by choosing an investment account online and letting the algorithm do the rest. Sure, computers can do amazing things and you can teach them to follow static investing principles and crunch a lot of numbers. But robo advisors lack the ability to see your own unique needs and desires and craft a whole financial plan for you.
Money Mindset
How are your money habits affecting your financial health?
Mindset → Habits → Choices
Your money mindset drives these habits. And the more mindful you are, the more control you’ll have over your financial choices — and your financial future.
Financial Planning for Aging Parents
Old age happens to everyone, hopefully. And when we start to see the signs of age showing for our loved ones, it’s time to have some honest conversations about financial planning for our aging parents. Ideally, the time to start […]
5 Financial Planning Tools Everyone Should Have By 35
5 Financial Planning Tools Everyone Should Have By 35 Turning 35 is a milestone birthday because it marks another epoch in your adult history. Now you are fully a decade past college, past being on mom and dad’s insurance, likely […]
