Further Reading
Learn more about your areas of interest.
If you have any further questions, use our contact form to set up a consultation or call us at 831-539-9475.
Fiduciary Compensation: For Service to the Client
JUNE 28, 2020 | FEES
Compensation on the retainer method falls in line with the CFP Board’s standards of “duty of care” and “duty of loyalty.” Learn about the advantages of this method and why I choose to be fee only.
Financial Coaching: Helping You Budget and Meditate to Meet Life's Worthy Goals
JUNE 29, 2020 | BUDGETING, COACHING
I help money deniers consciously track their finances so they are awakened. Find out why this is one of the single-most powerful tools I use.
Financial Therapy: Empathetic Listening to Find Your Money Values
JUNE 30, 2020 | THERAPY
Using therapeutic techniques of listening and analyzing how your past shaped your present, we rewrite your money scripts to hone in on what matters.
Planning for Bliss: Marriage, Housing, Children, and Education
JUNE 27, 2020 | EDUCATION, FAMILY, LIFE PLANNING
Planning for future moments is what makes them possible and all the more enjoyable. What goals have you set that we can help you accomplish? Read on as I describe how life planning makes it all possible.
Divorce: Financial Causes and Consequences
JUNE 26, 2020 | FAMILY
Going through a divorce is laden with heartbreak and disagreement. Find out how you can navigate a divorce with sound finances as we lighten this burden for you.
Business Failure and Bankruptcy
JUNE 25, 2020 | BUSINESS
Twenty per cent of businesses fail in the their first two years. How can we help you be in the eighty per cent? I have advised clients on handling losses and have recovered from business hardship personally. Let me walk you through the process.
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