Financial Planning

Recent Posts in Financial Planning

  • Let An A+ Financial Coach Give You A Financial Makeover

    Anyone who knows me knows I’m passionate about financial planning. However, that is different than what a financial coach does. I tell you what you should do, and a coach tells you how to do it, motivates you and holds you accountable.

    I’m running a contest for my past and current clients who are interested in working with a financial coach. ...

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  • Happy New Year: Is Saving More Part of Your New Year’s Resolution? Try Digit

    Getting physically fit is almost everyone’s new year’s resolution. Gyms are packed in January. Less so in February and attendance declines further from there throughout the year.

    However, the good news is you can get fiscally fit without breaking a sweat if saving more is part of your new year’s resolution. ...

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  • YNAB You-Need-A-Budget Now Available with a Promotional Discount

    For at least the last six months I’ve been talking up a company and some software that is pretty cool. It’s You Need a Budget or YNAB at

    I’m now eating my own cooking – so to speak- and finally setting it up for myself. ...

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