Financial Checkup

(for previous clients)

MONEY + LIFE TIPS:

Sign-up for our free monthly Money + Life Tips

* indicates required
Email Format
View previous campaigns.

We respect your privacy and will not sell your information.

RECENT POST

Will 2024 Find You In A New Job?

The holidays are over, and the new year has begun. Will 2024 find you in a new job? Many people start looking for new employment because they feel undervalued at their current job. And others begin looking for a new career path. Whatever your reason, take time to...

Saving for Retirement is Old School

Saving for retirement is old school – bet you never thought a financial planner would make that statement. When we use the word “retirement,” images of old people sitting on rocking chairs on their front porch come to mind. But haven’t we redefined retirement? Who...

4 Must Haves Before Your Divorce Mediation

January tends to be known as the "divorce month." It's when individuals are ready for a new start ("new year, new me"). It's also after all the holiday family obligations (face it, the end of the year is FILLED with family gatherings). And maybe the adult kids are...

5 Tips to Reactivate Your Healthy Lifestyle

With the holidays behind me, I need to refocus on my healthy lifestyle. I’ve indulged in too much sugar, too many adult beverages, and too much processed foods. After straying for a month from my regular workouts and clean eating, I don’t feel like myself. I’m...

How To Delete Negative Self-Talk

What does negative self-talk have to do with finances? Well, negative self-talk impacts your mental health. Over time, this negative self-talk will affect your stress level, anxiety, sleep, and other areas of your life. Your negative self-talk may be preventing you...

SCHEDULE A CALL: