Categories: Money Coaching

The biggest money mystery – why do I do what I do? (Part one)

Posted on: August 13, 2014

By Melanie Buffel, BA Psych, MBA candidate Jill is a single woman in her early 40’s. She enjoys her job and has interesting hobbies. She has good friends and family who often remind her how fabulous she is. Her cat … Continue reading →

Posted in Money Coaching, Relationship to money


Should you give your kids an allowance?

Posted on: August 6, 2014

By Karen Richardson, HBOR Parents often ask me if they should give their children an allowance. The answer is yes! As our children grow and change they will have many different dreams for their future, but whichever path they take … Continue reading →

Posted in Kids and Money, Money Coaching, Relationship to money


Be the architect of your financial future

Posted on: July 23, 2014

By Kathryn Mandelcorn, FMA You are not born with a set of values around money. The blueprint for your financial habits and behaviors is drawn by the experiences and significant people in your past and present. The current state of … Continue reading →

Posted in Money Coaching, Relationship to money


Book Review: Stop Over-Thinking Your Money by Preet Banerjee

Posted on: July 17, 2014

I’ve met Preet Banerjee in person on several occasions, heard him speak and watched him on TV countless times, and engaged with him on social media. He’s extremely personable, a natural showman, and I get the sense that he really … Continue reading →

Posted in Book Reviews, Money Coaching, Relationship to money


Six steps to begin your career change

Posted on: July 9, 2014

By Karin Mizgala, MBA, CFP There is a popular expression, that’s actually the title of a book published in the 1980’s, “Do what you love and the money will follow.”  But my experience as a financial planner and money coach … Continue reading →

Posted in For your information, Money Coaching, Relationship to money


Success Story: Frank and Alison – finding a way forward and rebuilding trust

Posted on: March 25, 2014

(The following story is used by permission and the clients names have been changed for privacy) In 2012 Frank and Alison had a combined income of $175,000 yet found themselves arguing about the purchase of raspberries. When they realized financial … Continue reading →

Posted in Debt, Money Coaching, Relationship to money, Success Stories


How are we doing? – Client survey results and winner

Posted on: January 23, 2014

Thank you to all of our clients who took the time to provide us with feedback on their experience working with their Money Coach. We take your comments very seriously and do our best to implement your suggestions. Elizabeth from … Continue reading →

Posted in Money Coaching, Success Stories, Survey


Success Story: Joel and Anna stopped waiting for “someday”

Posted on: January 21, 2014

In The Key to Financial Resolutions that Succeed, we wrote about the importance of having a dream that serves as the motivation for your financial goals, but that’s just one side of the coin. Joel and Anna were like many … Continue reading →

Posted in Money Coaching, Relationship to money, Success Stories


The key to financial resolutions that succeed

Posted on: January 7, 2014

Have you ever looked at your credit card statement and been washed by a wave of guilt, because you broke your resolution to spend less? If you have, you’re certainly not alone. Why do resolutions lose the power to motivate? … Continue reading →

Posted in Money Coaching, Relationship to money


How are we doing? – Client survey results and winner

Posted on: July 4, 2013

Thank you to all of our clients who took the time to provide us with feedback on their experience working with their Money Coach. We take your comments very seriously and do our best to implement your suggestions. Penny from … Continue reading →

Posted in Money Coaching, Survey