What Factors Make Someone Good With Money?
Over the weekend, I posted a video on my social media channels asking the question, “What makes someone good with money?” It’s a question I’ve been noodling on as I navigate a tricky financial period in my business. Or, as a dear friend describes it – “when...
That Time When Being Bold Was the Better Choice
I am writing this a few days after returning from the NALP Annual Education Conference in Boston. For all the years I’ve been attending conferences, mostly as a speaker, not only was this my first time attending this one, it was also my first time attending one as an...
Are You Now All Up In Your Feelings?
Tomorrow is a big day for the majority of us here in the U.S. It’s Tax Day. Except for the states of Maine and Massachusetts; their tax deadline is April 17th. If you’re reading this on Sunday, April 14, maybe you’re feeling all relaxed because you filed your...
It’s Spring; Time For Change, Renewal, And Growth
When people reach out to me to explore working together, it’s because they want something to change. After our discovery call, I send a follow-up email because I find it useful for folks to see on “paper” what was discussed during our call. Toward the end of the...
