The Missing Link
You’re working hard and doing your best but without a clear financial plan, you’re stuck spinning your wheels. Let’s uncover the missing link and get you moving with clarity and confidence.
Life Is Expensive!
Life’s gotten more expensive but giving up isn’t the answer. If you feel stuck on the treadmill, there is a way forward. Let’s talk about how to take back control, manage what you can control, and start building the financial future you actually want.
Insurance Rates Are Out of Control!
Insurance premiums are out of control and you’re not imagining it. If you’re frustrated, you’re not alone. But don’t give up! Let’s break down why this is happening and what smart, practical things you can do to get your costs back under control.
Our Investing Story
My husband and I made some classic investing mistakes—chasing returns, lack of diversification, even swing trading. But those mistakes taught us how to build a simpler, smarter investment strategy. I’m sharing our story so you can skip the learning curve and start strong.
Set It And Leave It
Automated this post while pretending it’s summer in tennis paradise because "set it and leave it" doesn’t just apply to vacations! It’s a mindset for long-term investing too. But here’s the kicker: do you actually know what you’ve “left it” in?
Retirement Is A Number, Not An Age
Retirement isn’t tied to an age and it’s tied to a number. A number that reflects your income gap, nest egg, and the life you want to live. Whether you're 45 or 65, the goal is freedom and not a finish line.
Your Paycheck In Retirement
Retirement means creating your own paycheck. From pensions to side hustles, knowing your income sources (and your gap) helps you transition from saving to spending…confidently.