I Want To Retire In 10 Years. What Should I Do?

I have good news! You're asking the right question, and you have time to plan. Two essential parts of my philosophy is everything is figure-out-able, and we focus on what we can do now instead of stressing about the past. What should you do? Here are the three...

read more

A Dip In Your Investment Account? Don’t Sweat It!

In his autobiography, Andre Agassi shares an important lesson he learned after winning Wimbledon.  "A win doesn't feel as good as a loss feels bad, and the good feeling doesn't last as long as the bad. Not even close."   In the same way, if you check your investment...

read more

Willpower is Not Enough

Temptation. How do you deal with it? Do you eat the cake in front of you or keep your goal to lose 10 pounds?  Do you drain the vacation fund to stay in a 5-star hotel or save some for next year’s trip?  Do you watch one more episode of your late-night Netflix binge...

read more

Make Wise Financial Decisions by Following These Three Steps

There is an old saying: Don’t go to the grocery store when you are hungry. Why? You are more likely to buy something you don’t need, spend money you don’t have, or buy junk food to eat in the car on the way home. Many situations and circumstances can lead to impulsive...

read more

What Drives Your Financial Decisions?

Mona has clear money guidelines that help her make smart financial decisions. But it wasn’t always that way. When she first consulted with me, she felt defeated. She didn’t know how to create a plan to guide her choices about how to spend, save, or invest her money.

read more

Three Steps to Move Past Money Shame

Have you ever felt embarrassed about your finances? Do you judge yourself for not paying more attention to your money? In addition to being unpleasant, these emotions can have real and negative consequences. Simply, shame prevents you from taking positive actions to...

read more

Sofia Financial Rolls Out Innovative New Service Lineup

  Creative, flexible options expressly designed for professional women who believe money is important for what it can do, not as an end in itself. Women are wired differently than are men with respect to their relationship with money. Research shows we share the view...

read more

Your Financial Life is a Journey – Pack Carefully

A while back I was paging through the Patagonia catalog at my kitchen table. Not only does Patagonia make fabulous products that last forever and have a sincere commitment to the planet; their catalogs feature gorgeous photography. I love looking and dreaming of...

read more

How Important is Money to You?

It was the first road day of my extended family's adventure to Tanzania this summer.  I was riding in the back of the Land Rover with Rafael, one of our three guides for the trip and a Maasai tribesman.  Enthralled by the views of the countryside whizzing by our...

read more

Women Investing in Women

Thoughts and Takeaways from the "Investing In Women" Event, December 10, 2014 What happens when you get a group of 27 women together in a room to discuss aligning our money with our values? Great things! Our panel addressed the value of investing in women through...

read more

Subscribe now for practical wisdom to move toward financial wellness:

Get "5 Questions to Ask When Facing a Significant Financial Decision." delivered to your email

You have Successfully Subscribed!