Financial Coach or Financial Advisor?

64% of Americans are living paycheck to paycheck (Lending Club survey 2022) 73% of Americans rank finances as their highest stress (CapitalOne survey 2021) 75% of Americans are managing their money on their own (CNBC survey 2019) It seems that most of us could use some professional financial help.  So why are only 1 in …

8 Tips to a Successful Budget

#1 Start Simple – If you have never created a budget then that is an important first step.  The value of sampling tracking your expenses and making purposeful decisions as to where you want your paycheck to go is a critical first step in having a successful budget.  Don’t overthink it and make it more …