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.

What’s the difference between a financial advisor and a coach? It’s not always clear but knowing the distinction could save you time, money, and stress. In this post, I explain how a coach walks with you through every part of your money world, and when each role makes sense.

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 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.

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.

You can’t plan for financial freedom if you don’t know what you’re spending now. Awareness is the first step because your spending today shapes what you’re retiring to tomorrow.

Imagine your future self and what does life look like a year from now? Or even 20 years from now? Use these 7 reflective questions to gain clarity and create milestones toward the version of you that’s living with purpose and peace.