A lot of financial advisors stop at,
👉 “Here’s how much you need to save and invest.”

But that’s not enough.

If we’re not looking at how your business and your personal finances work together, we’re missing the most powerful part of the equation.

When one of my clients (we’ll call her Liz) came to me, she was in deep financial distress. She felt completely disorganized, overwhelmed by debt, stuck in a toxic relationship, and had just lost her job and started a business. Money was the root of her stress, and she didn’t know where to start.

Discover how redefining wealth through your personal values can unlock more clarity, confidence, and peace of mind. Learn why emotional intelligence is key to financial planning that actually works.

Ready for a mid-year reset? A lot can shift in six months—so now’s the perfect time to pause, reflect, and realign your financial life. In this simple, doable guide, you’ll learn how to check in on your goals, spending, savings, and investments without getting overwhelmed. Whether you're a business owner, high-income professional, or just looking to feel more confident with your money, this mid-year financial check-in will help you get back on track and move forward with clarity.

Learn how to align your business and personal finances with this actionable guide for entrepreneurs. Discover how to reverse-engineer income, savings, and business strategy to build a life—not just a business—you love.

Cash flow is one of the most overlooked tools in building real, sustainable wealth. Whether you're a business owner or a high-income professional, understanding how your money moves—what’s coming in, what’s going out, and what’s left over—can completely change your financial trajectory. In this post, we break down what healthy cash flow actually looks like and how to use it as a foundation for aligned, values-based financial planning.

Feeling cluttered financially? This spring, refresh your money systems with a full-spectrum check-in across spending, saving, investing, and protection. It's your season to reset.

One of the biggest myths about wealth-building is that earning more is the answer. But plenty of high-income earners struggle financially because they never learned how to make their money work for them.

This month’s blog is about making that shift—from earning money to making it work for you—so you can build wealth with purpose and create a financial life that’s actually fulfilling.

Let’s get our cool nerd glasses on and talk about some creative strategies you can explore to get the most out of tax season—without the headache.

Financial clarity isn’t just about numbers—it’s about aligning your money with what truly matters to you. By uncovering your core values and letting them guide your financial choices, you can transform how you approach money and build a life filled with purpose and fulfillment. Ready to take the first step? Let’s dive into the five steps to align your finances with your values and create the clarity you deserve.