My Latest Musings:

Money pioneer Saundra Davis opens up about race, the wealth gap, and what real change takes.

Today I have the honor of introducing you to a true money pioneer: Saundra Davis. While a lot of the financial world is riddled with judgmental, “tough love” approaches, Saundra and I are kindred spirits in ushering in a new wave of compassion, gentleness, and unshaming in this area of life. I met Saundra almost 15 years ago at a meeting of Financial Planners. We were some of the only women in the room — and she was the only…

May 22, 2019
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What to do when you’re in financial fight-flight-freeze. My bathtub story.

What do you do when life throws you a major money curveball? What do you actually do? How can you sort through all of your emotions, fear, and shock, so you can see clearly? How do you soothe your body and heart when they’re in money panic mode? What do you actually do, in the middle of any given Tuesday afternoon? Today, I’d like to tell you the real, from-the-trenches story of a big financial trauma I faced — and…

May 13, 2019
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Loving PSA: Get your bookkeeping on, folks!

Candles lit. Playlist on. Kitties sweetly watching over me. That was the scene a few weeks ago as I sat down to tackle our QuickBooks Online, so we could finalize the personal side of our taxes. It was the first time I’d stepped in to run our personal financial numbers in many years. I was nervous at first, but once I organized our Chart of Accounts in QuickBooks, I felt ecstatic! I did all of our personal bookkeeping for many,…

April 29, 2019
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