Financial Wellbeing Guide for New College Students college financial anxiety financial wellbeing Aug 12, 2024

I recently helped organize the University of California, Berkeley (Cal) Summer Welcome Party for new students from Sacramento, California put on by the Sacramento Chapter of the Cal Alumni Association. I remember the exciting and daunting days of going to University and was happy to...

Continue Reading...
Nurturing Financial Literacy: A Guide to Talking About Wealth and Money with Your Kids family money values financial literacy for kids generational wealth Mar 31, 2024

Embarking on the journey of parenthood involves navigating crucial conversations that often slip away amidst the daily hustle and bustle. One such conversation, often overlooked yet crucial, revolves around wealth and money. Instilling financial literacy in children at an early stage...

Continue Reading...
W2 Employment to Solopreneur: I'm Scared AND I'm Doing it Anyways financial anxiety solopreneur Mar 31, 2024

Have you ever done something that you were scared to do but did it anyway? I recently took a big step in my career. I retired as a medical social worker after 20 years. My tenure as a medical social worker spanned several countries and hospitals where I had the privilege to hold space...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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.

 

...

Continue Reading...
Paying off a mortgage early. Should we or shouldnā€™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...

Continue Reading...
1 2 3 4 5