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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Money Dates

Money Dates

Couples that have the most success staying on top of their finances meet for an hour a week. Single people need money dates too, but half an hour should do it since they don’t have to deal with dynamics, semantics and someone else’s “money stuff.” I’m suggesting...

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Learning Styles and Money

Learning Styles and Money

I took a yoga class last week and the instructor gave me specific verbal instructions to deepen a pose. I saw her mouth moving and heard the words, but I could not comprehend what she was saying. She might as well have been speaking in a foreign language. “Would you...

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Six Ways to Say Yes To Taxes

Six Ways to Say Yes To Taxes

April 15th is quickly approaching and I wonder how are you feeling about that. Empowered? Ready? Scared? Remorseful? Excited? In denial? Here are six ways to have a healthy relationship with money throughout the year and particularly during tax season. 1) Maintain a...

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The Art of Personal Finance

The Art of Personal Finance

A monthly budget is a work of art, not a science. People tend to put too much pressure on themselves to be exact and do it right. Gone are the days of old-fashioned budgeting like our grandparents did where there was $400 for groceries and that’s it. Today, being...

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Shopping, Simplified

Shopping, Simplified

Do you love shopping a little too much? Does enhancing your wardrobe bring on feelings of urgency, regret, guilt or even a high? Try shopping in your own closet, in other words, it’s time for a complete inventory of your wardrobe. This powerful tool, an antidote to...

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5-Minute Financial Assessment

5-Minute Financial Assessment

You made it - tax day is behind us! I am sure you're feeling relieved regardless of whether you completed the job or filed an extension. I saw a fascinating range of experiences among my clients and experienced my own twists and turns in filing this year. Read on to...

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Love Languages & Money

Love Languages & Money

Gary Chapman, PhD wrote a book called The 5 Love Languages. He asserts that the five primary ways to express love are words of affirmation, touch, acts of service, quality time and gifts.  The premise is that in order to foster truly healthy and sustainable...

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Holistic Tax Guide

Holistic Tax Guide

Tax season is always an interesting time in people's financial lives.  There's nothing like reviewing how much you spent, how much you earned and how much you did or didn't save to stir things up in your relationship with money.  Read on to learn about the nine...

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Upcoming Events

Speaker at UC Berkeley Financial Wellness Commission

Product Innovation Lab Interview at Visa

Past Events

Personal Finance 101 Workshop Fastly San Francisco, CA

Financial Wellness Workshop Embarcadero Capital Partners Belmont, CA

Bi-Annual Overcoming Underearning Webinars Level One and Level Two

Research Project on Four Types of Financial Professionals Kansas State University

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

Interviews:

US News

Forbes

David Bach

O, Oprah Magazine

Visa

Dow Jones

Nerd Wallet

Barbara Stanny Huson

Stock Trading Weekly

Lending Club

In Good Company

Opp Loans

Moven

The Knot

Earnest

Fatherly

Credible

Bungalo

Zeta

Clara