When It Comes to Money, Don’t “Just Do It”
We cannot manage our financial anxiety strictly through force and willpower. We can’t “just do it” Instead we must slowly stretch or financial muscles.
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Financial Planning
Anti-Capitalism And Financial Planning: Can We Practice Both?
We must operate under the existing Capitalist economic structure. We can strive for change while still safeguarding our own personal futures.
Embracing Slowness to Further Intentionality
Society encourages speed. We may equate slow with sloth or incompetence. But slowness allows us to be purposeful, paced and spacious.
Financial Planner As Quarterback: A Problematic Analogy
The hyper-masculine analogy of the financial planners as a quarterback is troublesome in it’s de-emphasis on the role of the client.
Overwhelm: The Theme of the Holiday Season
The holiday season can overwhelm us with pressure to handle so much. Retirement planning worries can add to the overwhelm.
Finding the Right Financial Professionals
The financial industry includes many different types of financial professionals. Each has their own specialty.
Feminist Financial Planning: What Does That Mean For Clients?
As a feminist financial planner I work with clients to achieve their financial goals while respecting their humanity and uniqueness.
The False Binary of Financial Success
Numerous personal and financial factors contribute to our finances. It is not a binary in which we either succeed or fail.
Successfully Navigating Private Mortgage Insurance
Private Mortgage Insurance is an expensive requirement for some home buyers. Save yourself money by understanding the rules around PMI.
Crafting a “Good Enough” Estate Plan
Creating an estate plan can be expensive and emotional. Delay is common. But estate plans are vital for a secure financial future.
Investing for Your Time Horizon
When choosing an investment time horizon is critical. How soon will you need the money? What risk can you tolerate? What are your goals?
The Role of Investment Advice in Financial Planning
Seek an advisor whose services meet your specific needs. Financial planning is about so much more than prior investment returns.
Planning for the Future while Living in the Present
Making plans while anticipating the necessity of future revisions allows us to balance our present desires and future needs.
Planning and Pivoting
Planning does not mean devising an unchangeable blueprint. Rather, planning is stating intentions and setting a flexible course of action.
Is Your Advisor a Good Fit? Considerations Beyond the Resume
The relationship with your financial professionals is key. What are some indications that a provider may not be a good fit?
Steps for Overcoming Financial Anxiety
Financial Anxiety is very real. Some simple steps can help people make progress without triggering feelings of overwhelm or inadequacy.
Pandemic Decision (and Re-Decision) Fatigue
Decision fatigue has been exacerbated by the pandemic. We encounter rapid change and with each shift our decisions must be re-evaluated.
Societal Messaging Results In Financial Contradictions
Contradictory societal messages can cause us to feel financially irresponsible. We are often being held to multiple incompatible standards.
Opportunity Cost: There is Always a Trade-Off
Opportunity Cost means that for each decision we make there is something we give up. In Budgeting and Investing we evalute these trade offs.
It’s Not About the Money
Money is important. But, we must explore beyond the desire for money to discover our true wishes. What is the why behind our desire for money?