How to Transform Your Financial Life

How to Transform Your Financial Life

As a result of COVID-19, you may have lost your job, received a decrease in salary, been furloughed or perhaps, nothing has changed income-wise. The following case study is a true story of transformation and promises to inspire regardless of which phase you're in:...

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Financial Wellness During a Pandemic

Financial Wellness During a Pandemic

Dialectical behavior therapy (DBT) offers this model for integrating the rational mind and the emotional mind. Here are the four levels of the financial wellness process and guidance for how to put your wise mind back in the driver's seat. Level One - TrackingPaying...

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Taxes: Controlling the Things You Can

Taxes: Controlling the Things You Can

Patterns in behavioral finance are not always universal. You may relate to some but not all of the following taxpayer traits on the healthy or anxiety-prone side or you may experience challenges and breakthroughs on both sides. I also acknowledge that every year is...

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How to Relax About Money

How to Relax About Money

Money is a naturally confronting topic, so we need to take extra care of ourselves (and others) when dealing with it. There are numerous simple, yet powerful exercises you can use to reduce anxiety and increase a sense of calm and confidence. These 5-minute resets can...

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How To Manage Your Money In Just 30 Minutes A Month

How To Manage Your Money In Just 30 Minutes A Month

The hardest part of staying on top of your personal or business finances is the set up. Realistically, initiating a new system to track and analyze your spending, saving, and earning can take up to ten hours or more depending on how thick the money fog...

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Taxes: Controlling the Things You Can

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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Events

Speaker for University of San Francisco on Entrepreneurship During a Crisis

Speaker at Ethos Women and Finance Event San Francisco

Interview on Money and Couples for Wired Magazine

Lunch and Learn Speaker at HelpShift San Francisco

Money Coach in Residence at Macy’s San Francisco

Money Mindset Speaker at WeWork Oakland

Past Events

Financial Wellness Commission Speaker at UC Berkeley

Research Project on Four Types of Financial Professionals at Kansas State University

Presenter at the Financial Therapy Association Conference: Three Levels of Savings for Financial and Emotional Security in San Diego, CA