Water bottles, sunk costs, and the final death of Wants vs Needs

bagpipe band in a meadow conversation about wants and needs

The wants vs. needs tool is not working.  And if a tool isn’t working, stop using it. Approximate read time: 6 minutes. What’s the difference between a want and a need? Wants vs Needs is probably the second most common financial “tool” I hear my clients trying to use. But just like “I just need […]

How to survive a recession

A covered path over a lilly pond. Metaphor for preparing for and surviving a recession.

In this article we’ll be talking about conventional wisdom around surviving a recession, why that wisdom rarely works, and what you can do instead. Approximate read time: 6 minutes A quick google will tell you the four things you must do if you want to survive a recession… Here is what is going to happen […]

How a Financial Coach Can Help Navigate Life’s Biggest Transitions

Image of a blonde woman in a black coat and a bright yellow bag is approaching a four-way crossroads. Learn to navigate life's transitions with the help of a financial coach in New York by tackling your finances in effective ways.

Life is full of transitions… sometimes it’s a disruption that comes out of nowhere, and sometimes they’re planned for and expected. Whether a change is a choice you’ve made or a choice that was made for you, let’s talk about how a financial coach can help you navigate life’s biggest transitions with financial coaching services. Approximate read […]

Financial Coach vs Financial Advisor: Which Do I Need?

Image of a man on a beach during sunset with his arms out. Wondering if a financial coach or financial advisor is right for you? Discover how a financial coach in. New York can help you!

In our current, complex financial landscape, different kinds of financial professionals are needed. Navigating the financial landscape of your life can be tricky!  Are you wondering whether you need a financial coach vs a financial advisor? This article will delve into the distinct roles of these professionals. Empowering you to choose the right partner for your financial […]

Five Signs You Need a Financial Coach

Image of a man standing on a path in the middle of the woods looking at two separate paths in front of him. Work with a financial coach in New York and California to work on your unnecessary spending and managing debt.

Let’s talk about five signs that it’s time to seek out a trauma-informed financial coach. Approximate read time: 8 minutes As a trauma-informed financial coach, my only goal is to teach my clients how to trust themselves with their money. I deeply understand how past choices can impact our present financial wellness, and have built […]

What is Financial Trauma?

Image of a gloomy forest path with handrails and a rocky trail. If you're struggling with financial trauma, learn how working with a skilled financial coach in California, New York, or anywhere in the United States to begin coping.

Understanding the root causes of financial trauma is an important step in beginning to heal and overcome this trauma and its long-lasting impacts Approximate read time: 7 minutes Raise your hand. For each of the following statements that you agree with, put a finger down. “I am frequently upset at reminders of my past financial […]

What to do if You Are Successful But Unfulfilled: Tips From a Financial Coach

Image of a sunrise with a chain that is turning into a bird. Discover how you can begin feeling fulfilled as a successful professional. Learn how financial coaching services in California can help you!

You’ve Worked So Hard to Get Where You Are… How is it Possible to be This Successful But Still Feel Unfulfilled? Approximate read time: 5 minutes Let’s meet Ilena. For the most part, Ilena has done the right things. She graduated from university with flying colors, pretty much immediately got a great job, and has […]