Feeling stuck personally or professionally is common as we mature. What’s important when we are 18 years old can be totally different from what’s important at 48 or 58 years old. As new goals take priority you may be forced to take a pause before shifting to the next level of success. This can create unwelcomed feelings like fear, loneliness, lack, and even feeling stuck. 

That stuck feeling can often be associated with opposing goals, unmet accomplishments, or even shifts in life that you didn’t expect. What can feel even more upsetting is when you reach all the goals you set for yourself, but they don’t feel the way you thought they would. 

Midlife crises are usually associated with men, but women experience them too. That's where financial therapy comes in. In the early days of my Financial Therapy practice, I helped men understand how their beliefs and behaviors around money created an unfulfilling life. Even though they had lots of money and...

As I wrap up my Financial Awareness Month conversations I wanted to invite you to continue the conversation with me in my community or inside your own community. I'd love to speak to your group or on your podcast about Financial Therapy.

I mentioned earlier this week that I’m participating in the Midlife Conversations Summit with Natalie Jill, and this is one way that I’m continuing the conversation.

This summit is focused on providing tips and inspiration for women who are navigating the challenges and opportunities that come with midlife. I'm excited to share my insights on how financial therapy can help women in this stage of life to find clarity and a sense of purpose while working to reach their financial goals.

My episode will be airing at the end of May but you can register right now. I’d love for you to tune in and listen to our conversation so you can determine why you’re not thriving financially< “yet”. Natalie is a great...

If you've been with me awhile you know I always share my changes, accomplishments, and even my challenges. This month I have so exciting news to share and some changes that I'm making to how I promote myself as a Financial Therapist. Over the past few years, I've been working hard to build my presence on social media.

While I've seen some success, I've come to the realization that it's not the most effective way for me to reach my target audience - other small business owners and Financial Advisors like you.

Therefore, I have decided to shift my focus towards appearing on podcasts and writing blog posts as the primary ways to promote myself as a thought leader in the financial therapy industry. I'm committed to providing you with valuable content that will help you better understand the benefits of financial therapy and how it can benefit your clients.

I know that you may be wondering why I've made this change, and I want to share with you some of the reasons behind my decision....

Small and mid-sized companies can utilize and leverage the valuable information in this article, along with their own research, to support their decision-making process in securing the right financial wellness program for their employees. 

In order to make informed choices when it comes to implementing financial wellness programs for employees, business owners must first master their emotions and use logic. In the past there was more theory than data about the benefits of a financial wellness program for both companies and employees. Now that more studies have been done, the date shows both the health and financial benefits.

The question is not so much, if you can improve your employee engagement and wellbeing by utilizing a Financial Wellness program, but more along the lines of are you ready to and which company to partner with.

As a Financial Therapist the biggest mistake I see business owners make is using emotions to make decisions rather than logic....

As a Financial Therapist, I am passionate about helping individuals achieve financial well-being, and I believe that workplace financial wellness programs can play a pivotal role in unlocking employee success. One prominent financial institution that stands out in this regard is Morgan Stanley, a company known for its commitment to not only its own employees well-being and holistic financial health, but also concerned with employees all over the United States.

In today's fast-paced and competitive work environment, employees face various financial challenges that can impact their productivity, engagement, and overall well-being. Financial stress, lack of financial literacy, and inadequate retirement savings are just a few examples of the financial concerns that can weigh on employees and affect their performance at work. 

Employees may believe they need a raise, but what they really need is tools to master the money they currently have. When they understand that...

Because money is the number one cause of stress, as a Financial Therapist, I understand the crucial role financial success and well-being together play in an individual's overall feeling of success. But also a company's success if it relies on the power of employees.  

When the work environment is fast-paced and responsibilities are heavy both at work and at home, employees need access to resources and support. Employees often face financial stress that can impact their productivity, engagement, and even their health. That's where workplace financial wellness programs come in. These programs offer a valuable solution for businesses to support their employees' financial well-being and drive organizational success. 

Companies like Morgan Stanley and Ameriprise Financial are making a positive impact with their workplace financial wellness programs. Major financial institutions are entering the market because it’s no longer a mystery what these...

Financial literacy month is a time for us to discuss all things finance. One topic that is often left out, but that's gaining traction in the world of personal finance is Financial Therapy. 

Now, I know what you're thinking. "Therapy? What does that have to do with finances?" Well, bear with me dear Financial Professional, because financial therapy is a fascinating field that can greatly benefit your clients and enhance your financial advisory practice.

First, let's get on the same page about what Financial Therapy actually is. This may be a new topic for you, but it’s not a new topic. The term Financial Therapy has been used for over 15 years now. The Financial Therapy Association was founded in 2008. And it’s even being taught in places like Kansas State University and University of Georgia. 

At its core, Financial Therapy is an interdisciplinary approach that combines financial knowledge with psychological and emotional well-being. It's about understanding...

I don’t like calling April, “Financial  Literacy Month.” I prefer Financial Awareness month. 

ARE YOU FINANCIALLY LITERATE? Of course you are. I haven’t looked up the term Financial Literacy lately, but my idea of literacy is related to the ability to read, or not. So when LITERACY  is coupled with the word FINANCIAL, it seems like we are suggesting that you aren’t able to handle money.

Which isn’t true. 

Maybe you’ve made a money move that didn’t turn out the way you hoped it would, but you have some good ideas on how to get to your next level of financial success. You have the simple stuff like, earning income, calculating your expenses, spending less than you bring in, and you might even get advanced and execute on your own financial planning. When you’re building a business this sometimes gets put off. 

A lot of times you are making money decisions blindly, without awareness. That’s why I...

What if I told you that emotional health and financial health are not only important but are highly intertwined? Yes, our emotions and finances are each highly affected by each other— especially as business owners. 

Emotional Spending

Emotional spending is a phenomenon that can affect anyone. People from all backgrounds can experience the impact of emotional spending; however, the stressors that may cause emotional spending and financial distress are magnified with business owners who are striving to show up authentically and pour the best of themselves into their craft. 

What is emotional spending? It is when one spends money on extra expenses as a response to intense emotions. These emotions can range from glee to depression to anxiety and even grief. There is no one way in which it manifests itself. Here are three examples of emotional spending: 

1. Susie had a rough day at her new naturopathic office. She does not have enough clients to meet her...

It’s time for you to pay more attention to your money. I don’t mean looking at your bank account. I mean looking at how your bank account makes you feel. I'm talking about Financial Therapy.

Yup! Go deeper than the cover up you've been doing to feel fine. Be honest with yourself, you’re not there yet and it hurts. It sucks to feel stuck. I've been there.

Well the good news is, at least you know you’re stuck. There are business owners out there that don’t have awareness when it comes to their emotions around money. They'd never consider Financial Therapy as an option. May not even know it exists. That’s why I'm beyond excited to announce that it's Financial Awareness Month! 

Woohoo!

We’re allowed to talk about money, even if it hurts, for 30-days straight. As someone who loves what they do, I get to have even more fun this month as we celebrate financial wellness and education. And to help you get to your next...