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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2014 Money Love Action Plan

2014 Money Love Action Plan

New Year’s Day is my favorite holiday.  It’s the perfect time to start fresh by letting go of things, habits, financial fears, simply anything that isn’t working for you.  You can also set intentions for how you want to feel, live, play, earn, spend, save and love...

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Life-Energy Number

Life-Energy Number

Clients often hear me say, “The financial recovery process is about telling the truth and being honest and realistic about your money.” Do you ever wonder about how much things actually cost in terms of time and energy? I’m inviting you to think about the actual...

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Six Keys to Financial Health

Six Keys to Financial Health

1) Get current.  It’s impossible to make changes for a better future without knowing where you stand financially.  Set aside consistent time to sort through the mail, check on your accounts, catch up on your personal finance housekeeping, and clean out your wallet. 2)...

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Spend, Save and Live Smarter

Spend, Save and Live Smarter

I am currently consulting with Moven, Inc., a VC funded New York City start-up dedicated to financial wellness and empowerment – you can see why I’m interested!  The wonderful folks over there have developed a Weight Watchers-esque system for tracking and remaining...

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Giving Contest

Giving Contest

Within 24-hours of joining our individual checking accounts, my fiancé went out to buy the top item on his wish list: new golf clubs.  I was happy that he got what he wanted, but I’d be lying if I said it didn’t touch a nerve.  I took a few deep breaths and let it go....

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Letting Go

Letting Go

I recently moved in with my fiancé and I suppose it’s natural to expect that the process would bring up a lot of questions and feelings about money.  Even though by the end of the first month in our relationship we had disclosed our money habits, salary levels,...

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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