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Learn a bit about each of the 8 Financial Personalities. Which one do you identify with the most? No negative connotations intended for the animals just another way to learn. The Squirrel (The Accumulator). The focus of this personality type is on saving and keeping what they have. Money is usually viewed as safety and… Read more

Imperfect people with imperfect motivations attempt to navigate the world of finances. The individual, through their innate temperament and the experiences gained throughout their lifetime, concoct a perception of money that is rarely accurate. We attribute so many concepts to money, including our feelings, values, customs, the ideas of freedom and happiness, and many more.… Read more

The Personality of Money No, money does not have a personality. Any human attributes we perceive money to have are placed there by us. Money is merely a tool developed by people to make life easier. The tool of money helps to facilitate the exchange of goods and services and has helped us to move… Read more

Now allow me to walk you through my own personal financial journey. Approximately 25 years ago I became keenly interested in all things financial, especially with the various methods and techniques that everyday people could use to achieve financial freedom. The idea of financial freedom does not necessarily mean retiring early. Instead, it is the… Read more

Who am I to give you financial guidance that incorporates your personality, emotions, financial intelligence, and past relationship with money? I have the education, training, and hands-on experience in both the therapeutic world and the financial world to provide such guidance in each of these areas. I will share a brief snippet of my journey… Read more

I want to create a space to share my first attempt at publishing a book. Excerpts will be taken directly from the material. Please forgive some of the imperfections in its construction. I am working on two new unrelated books where the content is less heavy and condensed, making them lighter reads for most audiences.… Read more

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