Money Diaries: My Journey with an LGBTQ Couple

Money Diaries: My Journey with an LGBTQ Couple, Introducing my Money Tools! Navigating financial dynamics can be particularly complex and now let’s talk about the opportunity I had to work with an LGBTQ couple facing these very challenges. In this Money Diaries...

The Art Of Saying Yes: Spend for Long-Term Wealth

Navigating the complexities of money management can often leave individuals feeling conflicted about enjoying their finances today versus safeguarding their future, making it hard to say YES almost all of the time. This dilemma is especially prevalent among women, who...

Money Diaries: Single Mom Edition

Money Diaries Series Overview Money Diaries is a new series wherein real financial scenarios are explored, showcasing the journeys of clients seeking financial guidance, beginning with a single mom. This episode features a case study of diverse households, beginning...