Generational Wealth: The Ultimate Blueprint for Success familywealthplanning financial legacy generational wealth intergenerational wealth transfer longterminvesting Feb 12, 2024

In today's rapidly changing economic landscape, achieving generational wealth is more than just accumulating financial assets; it's about securing a lasting financial legacy that spans generations. With rising living costs, sky-high home prices, wealth disparity, and stagnant...

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We More than Tripled our Net Worth in Less than Seven Years - Here's How financial freedom financial independence net worth savings and sending plan Jan 15, 2024

In the complex landscape of personal finance and building generational wealth, the pursuit of wealth often involves more than just dollars and cents; it's a journey that intertwines emotions, behaviors, and aspirations. Another layer in this landscape is navigating the journey with...

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Family Adventures to New Zealand and Australia: The Ultimate Winter Trip financial wellbeing intergenerational wealth transfer Oct 10, 2023

An important part of my overall wellbeing is traveling and having adventures, especially with my family. Being a busy mom, wife, daughter, employee and business owner, I prioritize traveling in our spending plan. This past summer, my son, husband, and I took a three week trip to...

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The Power of Unity: The Benefits of Couples Financial Wellbeing Coaching couples and money Aug 29, 2023

Money matters can be a significant source of tension and discord in relationships. Disagreements about finances can strain even the strongest partnerships. However, seeking couples wellbeing coaching specifically tailored to financial issues can transform money discussions from a...

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A client's conversation with their money: "Many things to many people." financial wellness money conversations Aug 08, 2023

 

Have you ever had a conversation with your money? Yes, that's right a conversation with your money.  It is highly likely you have not, but this conversation with money has many benefits including increased self-awareness and compassion, increased understanding of your...

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Money Scripts and Realtors financial wellness Jul 08, 2023

Knowing your money scripts can be highly beneficial for a real estate agent in several ways. This blog post aims to define money scripts and how they can support the client-agent relationship in real estate.

 

Money Scripts

 

Money scripts are unconscious beliefs formed in...

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Top Benefits of Financial Wellness Groups financial wellbeing financial wellness Jun 14, 2023

Financial Wellness Groups, focused on finances and emotions, can provide a supportive and transformative environment for individuals, couples, and entrepreneurs. Below are some key advantages of group work, specifically targeted at finances and emotions.

 

Enhanced Learning and...

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Nature based coaching - why you need it now nature based coaching neurodiversity walk and talk coaching Jun 12, 2023

 

Nature-based coaching, also known as ecotherapy or green therapy, is a coaching approach that recognizes the interconnectedness of human beings with the natural world. It involves using nature and outdoor settings as a tool to improve physical health and wellbeing.

 

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Paying off a mortgage early. Should we or shouldn’t we? financial independence May 25, 2023

Have you ever thought about paying off your mortgage early? Well, it has been on our radar since my husband and I started getting serious. But, we have met a lot of resistance from friends and family as there are many opinions about whether paying off your mortgage early is...

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How to navigate financial anxiety in the face of bank collapses. financial anxiety financial wellbeing Mar 12, 2023

With recent bank instability, including the collapse of Crypto Bank, Silvergate, and SVB Financial Group in Santa Clara, it is understandable that this can be a source of financial anxiety. Whether you are an investor, a customer, a business or venture capitalist banking with these...

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Building Generational Wealth: Practicing Financial Skills at Home financial health financial wellbeing generational wealth kids and money Feb 28, 2023

How does managing your money every month make you feel? For many, it feels overwhelming, stressful, limiting, and frankly, frightening. Building a balanced financial life requires healthy rhythms to our spending, saving, budgeting, and communication around money. A healthy...

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Building Generational Wealth: Learning Financial Skills to Build Lasting Wealth financial wellness generational wealth Jan 22, 2023

You are more than capable of learning new money skills, building better relationships, and teaching your kids better habits with money, and it all starts with creating a relationship with money itself. When you think about any relationship, whether with your partner, your friend, or...

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