The word “money” can bring up negative emotions and feelings for many people. In fact, money is the most cited factor that negatively affects U.S. adults’ mental health. Therefore, it’s important for ...

As a financial planner, I am asked to create strategies and solutions to help people achieve their financial goals. Clients share their goals, and I create a road map with savings schedules that will ...

When it comes to clients implementing the action steps needed to move toward their financial and life goals, more is at play than just needing the knowledge and resources to take action. Whether or ...

Understanding how money scripts influence your spending and saving behavior can be the key to unlocking financial wellness. Money scripts are beliefs or attitudes about money that subconsciously ...

Money is a highly personal subject, and as an advisor, it's your job to offer advice that speaks to your clients' individual needs and goals. The money scripts clients adopt can influence the way that ...