Financial Blindspots

This time of year gets me thinking about something that just happened to us LAST year when our family experienced a healthcare crisis. That crisis revealed a blindspot in our finances that I didn’t realize we had.  I’ve been thinking about this situation a lot lately and how it had the potential to ruin years […]

What’s Your Financial Problem?

What’s Your Financial Problem? Today, I want to dive into this question.  I think understanding this provides my clients with the most value. When it comes to your finances: “What’s the problem?” In my experience as a financial coach, I’ve found there are two primary levers you can pull to influence big changes in your […]

“I am so embarrassed…”

“I am so embarrassed. I feel like I should have this part of my life figured out!” This is a statement I hear time and time again when I first start working with clients.  My clients are smart, educated, successful – and yet money feels like the one area of life that they still haven’t […]

A Fresh Start for Q2: Reflecting on Your Financial Goals

Spring weather has arrived in East Tennessee!  I don’t know about you, but I’m ready for more sunshine and longer days!  As we transition to a season of renewal, it’s a good time to take a fresh look at our finances. Today, I’m excited to guide you through a comprehensive financial check-in. As you walk […]

Tackling High School Expenses

Being the mom of two high school freshmen has opened my eyes to a whole new world of expenses.  No more $10 or $15 notes from school.  Now it’s requests for $50 here and $100 there. One week, we were hit with $250 in expenses for testing fees, membership fees, etc.  On the horizon are […]

Tax Refund? Read This Before You Spend It

Tax refund planning to create financial stability instead of short-term spending

Tax Refund? Read This Before You Spend It Tax time is right around the corner. For many people, this means a sizable tax refund may also be on the way. For some, it might be a few hundred dollars.For others, it could be thousands. As a financial coach, I’ve seen what often happens when a […]