Are you actually setting goals?

Are you actually setting goals?

Meet my client, Bill (not his real name). Bill and I were on the phone this past week reviewing this year’s successes. “Did you reach your financial goal?” I asked him. “Well, I hit the money goal,” he said with hesitation. “But…?” I wanted to know, wondering why he...
The end result isn’t actually about the money you made

The end result isn’t actually about the money you made

The end of the year is a popular time for reflection. We survey what we accomplished and what we didn’t. What I notice is that when it comes to people reflecting on the money they made, they spend too much time on the amount itself and not enough on the story it...
Are you providing the stability your people need?

Are you providing the stability your people need?

Across the country people are wanting nothing more than stability. They want to feel some sense of control in the midst of the chaos. We don’t know how much longer the pandemic will rage on. We don’t know yet when the economy will improve. We don’t know how the...
Be Stronger Than Your Family Holiday Culture

Be Stronger Than Your Family Holiday Culture

We are entering the holiday season. Thanksgiving is this week.  Regardless of how COVID will shift our family gatherings this year, we need to keep our boundaries in mind. It’s easy to get together with family and slide back into old patterns because that’s where we...
Two Words That Will Change Everything

Two Words That Will Change Everything

A couple of years ago a client texted me frantically. She had just been gifted a lot of money and she was freaking out. “What did you say in response?” I asked her. “I asked them if they were sure?” she replied, clearly feeling unworthy and undeserving of the gift....
What kind of leader do you want to be?

What kind of leader do you want to be?

The election is a week away. One word on everyone’s mind is leadership. Leadership is often defined by those who hold positions of power regardless of their ability or moral character. Instead, we need to define leadership for ourselves and consider its place in our...