Do More Of That

That is my phrase for 2024 “Do more of that!” And by “that” I mean what feels good, what is working. In order to know what feels good and what is working, you have to notice.

Book Review on “The Psychology of Money” By Morgan Housel

You can be extremely smart and have a hard time learning new behaviors. In this book, Morgan Housel tells stories to help us rethink how we interact around finance, 19 of them. It is important to know our own money story as it heavily influences our behaviors around money.

More Things I Learned Through Yoga – Be Curious

When it comes to our finances, we usually take action in response to life happenings and experiences. We have a bill to pay. We change jobs. We move to a new location. Life is in constant motion. It is happening to us, right? What if we are proactive with our planning instead.

Avoidance & What To Do With It

For clients to sit down with us and work toward their financial goals, they must be motivated. We all have different levels of knowledge about finance. We have varying backgrounds that allowed or disallowed open discussion about financial issues. My goal is to create an environment of trust and open dialogue, help educate and build knowledge around personal finance and help break the chain of avoidance.

Income in Retirement

As retirement planners, in the ideal scenario, we suggest you have multiple sources of income and that some of it is guaranteed. The retirement plan industry agrees and they are taking steps to move in that direction.

Riskalyze Tool

Did you know our firm utilizes Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals?

The Power of Agency

I have been thinking a lot about agency lately. Oxford Dictionary defines it as “an action or intervention, especially such as to produce a particular effect”. A sense of agency refers to “the feeling of control over actions and their consequences”.

Shifting

This morning I attended a yoga class. The teacher, who guides our practice, always has an important message for us. Today, she said that you cannot destroy energy, nor can you create it. Energy moves, it shifts. We can move energy in our bodies, our minds, and ultimately in our lives. I had several conversations this week, and they all had a similar thread. Life happens. Relationships come and go, health improves and declines, money is gained and lost, and our mental state, whether that of joy, happiness, sadness, or anxiety, comes and goes as well. It shifts. Experiences and feelings are never destroyed nor created from nothing. They shift around.

Women, Wealth & Empowerment

I am witnessing dramatic shifts in my industry and my advisory role due to women’s rapidly evolving relationship to personal finance.

What Is Your Money Story?

My favorite word right now is “curiosity”. In recent years, I have been curious about finding new and exciting ways to grow, learn and explore new angles through my financial advising practice. I am naturally a connector and relationship builder. I also happen to know how to navigate the world of finance and investments, however the link between the two has been for the most part missing in our industry.