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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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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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