Taxpayer Anxiety Disorder

Taxpayer Anxiety Disorder

Are you looking forward to April 15th this year? I now appreciate the process of filing taxes, but that wasn’t always the case. Tax day is a mirror for your relationship with money. If you stress, dread and struggle with facing and completing your taxes, you’re not...

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True Financial Freedom

True Financial Freedom

There are five weeks left in the year and it’s all too easy to get swept away with plans, tasks, projects, events, shopping and the holiday buzz. It takes something to slow down, practice self-care and connect with what’s actually important. Here are some practical...

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Five Reasons We Overspend

Five Reasons We Overspend

Even for families with two full-time working parents, after childcare, the mortgage payment, student loans, a busy family life with small children and monthly credit card bills, it can sometimes feel impossible to fund a vacation, do a modest remodel or keep up with...

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Holiday Survival Plan

Holiday Survival Plan

Daylights savings has passed, Thanksgiving is over, and Christmas is around the corner. Plus this year, many of us are in recovery from a shocking election season regardless of how, or if, you voted. Days are now darker, longer and quieter. There’s nothing innately...

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12 Money Disorders

12 Money Disorders

Money avoiders believe they are undeserving of money or that money is bad. They often practice noble poverty and believe that wealthy people are greedy or corrupt. Because of their negative associations with money and wealth, money avoiders may sabotage their...

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Self-Care During Tax Season (or Anytime)

Self-Care During Tax Season (or Anytime)

People tend to get worked up over taxes and for good reason. Naturally, you want to do things right, report accurately, deduct as much as possible and receive a hefty tax refund. It sounds simple, but taxes are challenging for most people. For many of my clients, tax...

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7 Ways to Save Money

7 Ways to Save Money

1. Unsubscribe from marketing email lists. This includes: all stores, conglomerate sites like Gilt or Groupon, vendor sites like eBay or Etsy and any other flash sale sites. Try it as an experiment and trust that it feels much better to shop proactively rather than...

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Holiday Happiness

Holiday Happiness

With six weeks left in the year, it's easy to get swept away with plans, tasks, projects, events, shopping and the holiday buzz. It always takes something to slow down, breathe deeply, practice self-care and connect with what's important, and it can be particularly...

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Save Your Way Out of Debt

Save Your Way Out of Debt

Saving is the fastest way out of debt. Time and time again I see men and women in debt keeping themselves in deprivation mode saying things like, "I can't buy new clothes until my debt is paid down," or "I don't deserve a vacation because I'm only paying the minimum...

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How to Start a Small Business

How to Start a Small Business

Keep a bridge job. It’s critical to be able to pay your bills and live your life while you start a business. It is possible to maintain low to no overhead in the beginning. Before rushing out to rent the beautiful corner office on your favorite block, consider paying...

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Upcoming Events

Interview at Visa  Entrepreneurship and the Merchant Experience

Past Events

Interview at Bungalo How to Build Wealth and Budget When Buying a Home

Money & Spirituality Workshop Santa Cruz, CA

Financial Wellness Workshop  Belmont, CA

Interview at Dow Jones Etiquette When Borrowing Money from a Family Member

Research at Kansas State University - Perceptions of Four Types of Financial Advisors

Interview at Clara - Credit Scores and Home Ownership

Presenter at the Financial Therapy Association Annual Conference - Three Levels of Savings for Financial and Emotional Security

Interview with Lending Club How To Save Money For A Car

Interview with U.S. News Credit Cards and Money Management Habits

Interview with Stock Trading Weekly - Personal Finance Trends Reshaping Investment Landscape

Interview with Zeta Personal Finance for Couples

Interview with Opp Loans Financial Literacy

Interview with Lacey Michelle Financial Empowerment for Brides

Interview with Zina Solomon Soul Based Business

Money & Love Seminar San Francisco

Interview with The Knot Surprising Ways to Save Money

Interview with Farnoosh Torabi for O, The Oprah Magazine

Interview with Earnest Renting vs. Buying + The 30% Rule

Guest Speaker at Fastly 7 Reasons to Charge at the Top San Francisco

Interview with NerdWallet Financial Decision Making + Psychology of Money

Spark Event with Moven Impact Hub San Francisco

Overcoming Underearning
Interview with Lauren Fritsch

Second Marriage Works
Interview with Susan Ortolano

The Dharma Project
Interview with Julie Serot

How to Start a Small Business Without Going Into Debt Interview with Studio 41 Creative

One Year to Wealth
Interview with Barbara Stanny

Progress Not Perfection
Interview with Zaid Arafat

Overcoming Underearning
Webinar for Women
Aug. '14, April '15, Aug. '16

Business Finances 101
How to Be Savvy & Relax More
In Good Company - NYC

Financial Wellness Twitter Party @GetMoven
#SpendSmart

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