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 lend...

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 Australi...

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 Knowled...

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 banks...

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 relationship w...

Let’s face it, talking about money can be awkward. Couples across the country struggle to communicate about finances, coworkers don’t know how to discuss their salaries, and parents don’t know how to talk about money with their kids. Financial taboo has swept the nation, and in its place...

Financial Wellbeing Coaching is becoming more relevant for those looking to work through obstacles of all sorts and accomplish their goals. Financial Wellbeing Coaching could be the tool you need to break through your financial fears, your pile of debt, and even help you reach a level of...

Illness adds stress to our lives and our bodies in countless ways, from the physical pain and stress that chronic illness causes to the mental turmoil that a diagnosis brings. Stress impacts both our physical and mental health and builds tremendously when a new diagnosis or physical chal...

Where do we start with our kids and money. The earlier the better. This video goes over ways to get your kid started as well as essential money messaging to help them reach their first million.   

For more resources and support check out my blog How To Teach Young Kids About Money an...

Divorce can be stressful and overwhelming. This video reviews the main things to consider to best prepare yourself emotionally and financially.   

More support can be found in my blog Finding New Financial Rhythms After Divorce or access my Financially Empowered Divorce Checklist

Prenuptial agreements are a preventative tool. They protect couples both financially and emotionally. And, customizing your agreement before you marry protects you from your states standard prenuptial agreement! Here are some tips on how to prepare for bringing it up or the conversation....