Category: Strategy Guide

Take your financial confidence to the next level!

Man chasing after money

The Downside to Making the Most Money You Ever Have

Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.


April 9, 2019 0
Thrifty living with no shame

Ain’t No Shame in My Thrifty Game Strategy Guide

Being thrifty is actually a good thing! I share with you how to make thrifty purchasing decisions and share with you some of my family’s thrifty ways.


March 16, 2019 0
Image of tracks going in two different directions

Are You on Track Financially? Strategy Guide

Am I on track financially? The answer to this question is why many of my clients reach out to me initially. This is a very scary question to ask for many because most are not on track and acknowledging this reality means that you may need to shift either your goals or change your behavior to align your financial decisions with what is most important to you. The answer to are you on track is…
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March 3, 2019 0
ESPP Strategy Guide

Understand Your Employee Stock Purchase Plan (ESPP) Strategy Guide

If your employer offers you an employee stock purchase plan and you are not participating, you may be leaving thousands of dollars on the table. Many people put off enrollment for many reasons, but the biggest is because they do not understand how their employee stock purchase plan works. How about we cure your confusion and give you the information you need to understand your employee stock purchase plan and determine whether you should enroll. Missing…
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February 1, 2019 0
LIst of impacts of a recession on an individual.

How a Recession Could Impact You Strategy Guide

Instead of worrying about the next recession, understand how a recession could impact you and begin to build a game plan so that you are best prepared for the next recession.


December 22, 2018 0
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