A Thoughtful Approach to Personal Finance
A Thoughtful Approach to Personal Finance
If you don’t think much about optimizing the tools you already have, then it’s time for a change. It’s time to hack your finances.
Great financial health begins with keeping track of your money. You have to know your numbers and your habits.
Financial Wellness doesn’t just happen by accident. It requires a strategic plan. Set smart spending limits.
Cleaning your financial house is more important than cleaning your home or car or organizing your closet.
From financial rock bottom to building a strategy for financial health. I wanted to share my story of how it all began.
Financial setbacks can be devastating. They can bring out feelings of guilt, shame and loneliness. Here’s how to bounce back and thrive!
Buying a home is easier than you think. My Financial Zen offers seven steps, making it easy to find your perfect home in no time!
Hardships help remind us of what we truly value and treasure. If you are strapped for cash, take the time to reflect and refocus.
Building strong financial credit happens one day at a time. What is your financial reputation?
Life can seem full of contradictions. The most beautiful landscapes can be found in the midst of huge boulders or deserts. Delicate flowers can be found growing in the cracks of a sidewalk. The kindest people can be…
Financial fitness requires a commitment and belief that you are capable of managing your money well. Check out our top ten habits.
You have invested a lot of time, energy and passion to get where you are today. It didn’t just happen overnight. It wasn’t just handed to you on a silver platter either. Your skills, your knowledge, your accomplishments,…
Financial flexibility means having the freedom to choose where and when to use your resources. Use your skills to improve your cashflow.
Money management is the first and most important stage in building a strong financial foundation. Learn to manage money well.
A strong financial foundation provides an anchor for your financial health. It gives you the freedom and flexibility to pursue your dreams!
Financial stress drains so much energy, motivation and joy from everyday life. This month let’s focus on how to eliminate financial stress.
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Financial technology has made it easier to check balances and pay bills, but even harder to track activity across multiple accounts. Bring it all together.
Managing money can feel overwhelming. Discover how to calculate your key numbers so you can spend with confidence. #financialhealth
There are many benefits to completing an annual financial review. Take time to reflect, prioritize and map out your future success.
Buying life insurance should be one component of a long-term financial plan and taken into account in your monthly budget.
Founder and Chief Financial Coach, Diana Morris, was recently invited to discuss Financial Wellness on The Whole Temple Podcast.
Develop your own personal strategy in balancing your time, skills and resources in a way that matters most to you. Discover your financial zen.
We’ve created lots of tools to help you develop your life vision and execute your plans. Start building a strong financial foundation today! #financialwellness
One of the most important financial habits is to track your activities, routines and progress. We break it down for you.
Congratulations #Classof2021!! We’re sharing some tips to help you in your next chapter. #financialwellness
Life has a rhythm. There are cycles and seasons. Look for opportunities to continue building your resources and assets for increased financial freedom.
This is your one life. Contribute your unique SPICE and value to your world. Align your financial decisions with your heart and focus
Take time to identify your financial profile. Make financial health a priority this year.
It’s time to focus on the road ahead. Here are six steps to help you go from surviving to thriving. #financialwellness #financialhealth #financialzen
What’s the true “cost” of your house payment? We compare two borrowers to shed some light on the subject. #financialhealth #personalfinance
We are on a mission to provide clear insights on improving financial wellness. #financialhealth #personal finance
Choose carefully the people, purpose and price of your gift-giving this holiday season. Take a few steps back from the chaos.
Stress-test your finances. Four key indicators to help analyze how your finances will perform under tough economic times.
The Holiday Season Countdown has Begun We’ve created a year-end calendar to help you breeze through this holiday season. From planning meals to sending out cards, we’ve got you covered. Give yourself the gift of less financial stress…
Schedule a Date with Yourself Seriously. Look at your calendar and find a way to schedule a solid two hour block (or more if you can) for your 2020 year-end planning session. Choose a location that provides an…
It All Begins With You During our formative years we begin to accumulate knowledge and expectations from our relatives and friends. In the beginning there’s not much to compare it to or experience to know whether the information…
Getting Started So you think you might want to start investing in the market. Do you enjoy reading financial blogs and articles? Do you have friends or coworkers that talk about their investments? Investment recommendations from non-professionals are…
Building Financial Reserves The key to building financial resilience and long term wealth is to save a portion of your current earnings for the future. By actively managing expenses and living within your means you can save for…
Discover the four different factors that impact and influence the root cause of your financial stress. Learn to take control.
What is Financial Freedom? One of the main benefits of financial wellness is having options to choose from. The fewer options that you have at your disposal, the less freedom you have. This tends to increase stress, anxiety…
Who’s Got Your Back? One of the key elements in developing financial resilience is preparing for unexpected disruptions. They are guaranteed to happen to everyone. From health issues to work challenges to natural disasters – it’s a part…
The tension between paying bills and getting ahead can feel overwhelming sometimes. You can pay off debt and save at the same time.
Being grounded in knowing who you are and what you can contribute brings clarity and purpose. Find peace within yourself by confirming your strengths, values and goals.
Using debt to build credit is part of a healthy financial strategy. Be strategic about what you do and how you do it.
When unexpected events disrupt normal routines you can either shut down and hide or step up to the challenge and build financial resilience.
Leaving Money on the Table When’s the last time you got a raise? A raise can come in the form of an actual increase in pay. Other times an increase in cash-flow can come from somewhere else. It’s…
Living within your means will give you a positive cash flow. It will provide you with more choices and opportunities.
Life is never a straight line or predictable. In order to manage your money well, your financial strategy needs some flexibility and grace.
Track Your Money and Reach Your Goals First you need to set your goals. Decide what matters most to you and when you want to reach your target. Next, break down your goals into easy manageable steps. Identify…
Have you ever wondered what a financial coaching session might look like? We recently met with one of our clients for a financial coaching session recap.
The path going forward will be different from the one that got you to where you are today. Leverage the lessons learned over the past few months and propel forward with greater confidence.
Take time to compare the reputation, strength and customer service of different banks. Your financial health depends on having access to your money with no monthly fees or hassles.
Every day you have the buying power to impact and influence your community in a way that reflects your heart.
Building a strong credit profile will make a significant impact on your overall financial wellness. This is the one thing you have 100% control over. You can begin improving your credit right now.
During challenging times we discover what really matters most to us.
Financial resilience is something you can improve at any time. Building equity and creditworthiness is a great place to start!
Thinking of cashing out. Here are a few things to consider.
Is our love affair with cars over?
Did you know that more than 76% of commuters drive to work ALONE? If you are one of those 76% then this post is for you. If your primary mode of transportation is a car, have you considered…
Are your finances on auto-pilot?
Over the past year, there has been an abundance of posts, books and videos on tidying up, organizing and decluttering your home. Research has shown how clutter and chaos can have a negative impact on your mental and…
The first step in living a life you love begins with truly knowing yourself. I don’t mean what is your favorite color or best friend’s name. Are you being transparent with yourself about your struggles, hang-ups and weaknesses?…
When we began our journey a few weeks ago you were encouraged to begin Day #1 of the Challenge by listening to your thoughts and jotting down any ideas that came to mind. This two-step activity is one that…
Be clear about the people, places and experiences you want to be a part of your journey.
Small business owners can beat inflation by trying some of these financial strategies. Track your costs and increase productivity.
Help your children build a firm foundation in life. Make financial literacy a part of their everyday life.
Recession-proof your finances. Here are some ways you can survive and thrive during these challenging times.