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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Tracking

Tracking

Tracking is a powerful tool for clearing the money fog, reducing financial anxiety and creating a healthy relationship with money.  Financial well-being is a layering process and tracking is the foundation.  The benefits of tracking are feeling in control, being...

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Upcoming Events

Interview with Fatherly on  How to Avoid Overspending  During the Holidays

Financial Wellness Workshop Poshmark Inc.

Past Events

Interview at Credible on Financial Wellness

Interview at Visa on Entrepreneurship and the Merchant Experience

Interview at Bungalo on 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

Live Rich, Spend Smart
Financial Expert